Northeast Financial Consultants’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Northeast Financial Consultants’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 Q2	$947K	Buy	6,831 +100	+1%	+$12.7K	0.04%	162
2025 Q1	$791K	Buy	6,731 +400	+6%	+$51.4K	0.04%	162
2024 Q4	$802K	Hold	6,331	–	–	0.03%	167
2024 Q3	$743K	Sell	6,331 -50	-0.8%	-$5.59K	0.03%	170
2024 Q2	$704K	Hold	6,381	–	–	0.03%	163
2024 Q1	$728K	Hold	6,381	–	–	0.04%	166
2023 Q4	$667K	Hold	6,381	–	–	0.04%	164
2023 Q3	$583K	Hold	6,381	–	–	0.04%	167
2023 Q2	$617K	Hold	6,381	–	–	0.04%	163
2023 Q1	$581K	Hold	6,381	–	–	0.04%	175
2022 Q4	$533K	Hold	6,381	–	–	0.04%	176
2022 Q3	$500K	Hold	6,381	–	–	0.04%	189
2022 Q2	$506K	Sell	6,381 -375	-6%	-$32.7K	0.04%	189
2022 Q1	$679K	Hold	6,756	–	–	0.04%	192
2021 Q4	$778K	Hold	6,756	–	–	0.05%	179
2021 Q3	$757K	Sell	6,756 -200	-3%	-$23K	0.05%	184
2021 Q2	$787K	Hold	6,956	–	–	0.05%	179
2021 Q1	$710K	Hold	6,956	–	–	0.05%	172
2020 Q4	$714K	Hold	6,956	–	–	0.06%	157
2020 Q3	$601K	Buy	6,956 +3,006	+76%	+$254K	0.05%	157
2020 Q2	$312K	Buy	3,950 +400	+11%	+$29K	0.03%	214
2020 Q1	$216K	Buy	+3,550	New	+$259K	0.02%	238

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northeast Financial Consultants's IWP Position: Q2 2025 in Review

Northeast Financial Consultants increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.5% in Q2 2025, buying an estimated $12.7K and bringing the position to 6,831 shares worth $947K. The position accounts for 0.04% of the portfolio, ranked #162.

Northeast Financial Consultants first reported a position in IWP in Q1 2020 and has held it in 22 quarters since. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

Northeast Financial Consultants held 6,831 shares of iShares Russell Mid-Cap Growth ETF worth $947K as of Q2 2025.
Northeast Financial Consultants bought 100 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $12.7K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Northeast Financial Consultants's portfolio in Q2 2025, its #162 holding.
Northeast Financial Consultants first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 22 quarters since.
1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.