Northwest Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Northwest Financial Advisors’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 Q3	–	Sell	-1,704	Closed	-$236K	–	103
2025 Q2	$236K	Sell	1,704 -77	-4%	-$9.74K	0.33%	82
2025 Q1	$209K	Sell	1,781 -7	-0.4%	-$900	0.17%	113
2024 Q4	$227K	Buy	1,788 +1,381	+339%	+$176K	0.19%	104
2024 Q3	$47.7K	Buy	+407	New	+$45.5K	0.04%	235
2024 Q1	–	Sell	-400	Closed	-$41.8K	–	299
2023 Q4	$41.8K	Buy	+400	New	+$37.9K	0.04%	229

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northwest Financial Advisors's IWP Position: Q3 2025 in Review

Northwest Financial Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 1,704 shares — an estimated $236K sold.

Northwest Financial Advisors first reported a position in IWP in Q4 2023 and held it in 5 quarters. The position peaked at $236K in Q2 2025. 1,164 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

Northwest Financial Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Northwest Financial Advisors sold 1,704 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $236K.
Northwest Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and held it in 5 quarters.
Northwest Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $236K in Q2 2025.
1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Northwest Financial Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.