New Millennium Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

New Millennium Group’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.88K	Sell	21 -83	-80%	-$11.6K	﹤0.01%	279
2025 Q3	$14.8K	Buy	104 +83	+395%	+$11.7K	0.01%	193
2025 Q2	$2.91K	Sell	21 -21	-50%	-$2.66K	﹤0.01%	297
2025 Q1	$4.93K	Sell	42 -14	-25%	-$1.8K	﹤0.01%	268
2024 Q4	$7.1K	Buy	56 +28	+100%	+$3.56K	﹤0.01%	264
2024 Q3	$3.28K	Sell	28 -3	-10%	-$335	﹤0.01%	262
2024 Q2	$3.42K	Buy	+31	New	+$3.41K	﹤0.01%	261
2024 Q1	–	Sell	-33	Closed	-$3.42K	–	230
2023 Q4	$3.42K	Hold	33	–	–	﹤0.01%	271
2023 Q3	$2.99K	Sell	33 -6	-15%	-$574	﹤0.01%	247
2023 Q2	$3.74K	Sell	39 -37	-49%	-$3.37K	﹤0.01%	235
2023 Q1	$6.89K	Hold	76	–	–	0.01%	218
2022 Q4	$6.33K	Sell	76 -55	-42%	-$4.63K	0.01%	228
2022 Q3	$10K	Sell	131 -7	-5%	-$602	0.01%	192
2022 Q2	$11K	Buy	+138	New	+$12K	0.01%	187

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

New Millennium Group's IWP Position: Q4 2025 in Review

New Millennium Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 80% in Q4 2025, selling an estimated $11.6K and leaving 21 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

New Millennium Group first reported a position in IWP in Q2 2022 and has held it in 14 quarters since. The position peaked at $14.8K in Q3 2025. 1,228 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

New Millennium Group held 21 shares of iShares Russell Mid-Cap Growth ETF worth $2.88K as of Q4 2025.
New Millennium Group sold 83 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $11.6K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #279 holding.
New Millennium Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and has held it in 14 quarters since.
New Millennium Group's iShares Russell Mid-Cap Growth ETF position peaked at $14.8K in Q3 2025.
1,228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.