Passumpsic Savings Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Passumpsic Savings Bank’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	$1.96M	Buy	+14,289	New	+$2M	1.07%	37
2024 Q4	$1.54M	Buy	12,142 +76	+0.6%	+$9.66K	0.96%	41
2024 Q3	$1.42M	Buy	12,066 +844	+8%	+$94.4K	0.93%	41
2024 Q2	$1.24M	Buy	11,222 +2,301	+26%	+$253K	0.89%	41
2024 Q1	$1.02M	Buy	+8,921	New	+$965K	0.65%	44

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Passumpsic Savings Bank's IWP Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025: 14,289 shares worth $1.96M. The stake represents 1.07% of the portfolio and ranks #37 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in IWP as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in IWP in Q1 2024 and has held it in 5 quarters since. 1,230 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Passumpsic Savings Bank held 14,289 shares of iShares Russell Mid-Cap Growth ETF worth $1.96M as of Q4 2025.
iShares Russell Mid-Cap Growth ETF was a new Passumpsic Savings Bank position in Q4 2025.
iShares Russell Mid-Cap Growth ETF made up 1.07% of Passumpsic Savings Bank's portfolio in Q4 2025, its #37 holding.
Passumpsic Savings Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 5 quarters since.
1,230 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.