PWM
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PBMares Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

PBMares Wealth Management’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
-1,515
Closed -$210K – 197
2025
Q2 		$210K Buy
+1,515
New +$192K 0.04% 177
2021
Q4 		– Sell
-1,932
Closed -$217K – 159
2021
Q3 		$217K Buy
+1,932
New +$222K 0.1% 143

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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

PBMares Wealth Management's IWP Position: Q3 2025 in Review

PBMares Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 1,515 shares — an estimated $210K sold.

PBMares Wealth Management first reported a position in IWP in Q3 2021 and held it in 2 quarters. The position peaked at $217K in Q3 2021. 1,160 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

  • PBMares Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • PBMares Wealth Management sold 1,515 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $210K.
  • PBMares Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and held it in 2 quarters.
  • PBMares Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $217K in Q3 2021.
  • 1,160 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.