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ORG Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

ORG Partners’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 		$679K Buy
4,957
+1,627
+49% +$227K 0.12% 159
2025
Q3 		$482K Buy
3,330
+1,394
+72% +$197K 0.09% 197
2025
Q2 		$267K Sell
1,936
-89
-4% -$11.3K 0.06% 268
2025
Q1 		$240K Buy
2,025
+1,137
+128% +$146K 0.06% 245
2024
Q4 		$113K Buy
888
+66
+8% +$8.39K 0.02% 404
2024
Q3 		$96.5K Sell
822
-15
-2% -$1.68K 0.02% 391
2024
Q2 		$92K Buy
+837
New +$92K 0.01% 622
2024
Q1 		– Sell
-274
Closed -$28.6K – 807
2023
Q4 		$28.6K Buy
274
+116
+73% +$11K ﹤0.01% 623
2023
Q3 		$14.4K Sell
158
-814
-84% -$77.8K ﹤0.01% 755
2023
Q2 		$94.3K Buy
+972
New +$88.6K 0.02% 538

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

ORG Partners's IWP Position: Q4 2025 in Review

ORG Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 49% in Q4 2025, buying an estimated $227K and bringing the position to 4,957 shares worth $679K. The position accounts for 0.12% of the portfolio, ranked #159.

ORG Partners first reported a position in IWP in Q2 2023 and has held it in 10 quarters since. 1,228 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • ORG Partners held 4,957 shares of iShares Russell Mid-Cap Growth ETF worth $679K as of Q4 2025.
  • ORG Partners bought 1,627 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $227K.
  • iShares Russell Mid-Cap Growth ETF made up 0.12% of ORG Partners's portfolio in Q4 2025, its #159 holding.
  • ORG Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 10 quarters since.
  • 1,228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.