Per Stirling Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Per Stirling Capital 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 Q4	–	Sell	-1,529	Closed	-$218K	–	307
2025 Q3	$218K	Buy	1,529 +40	+3%	+$5.65K	0.03%	272
2025 Q2	$207K	Buy	+1,489	New	+$188K	0.03%	268
2023 Q3	–	Sell	-2,182	Closed	-$211K	–	198
2023 Q2	$211K	Sell	2,182 -172	-7%	-$15.7K	0.04%	186
2023 Q1	$214K	Buy	+2,354	New	+$210K	0.05%	172

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

Per Stirling Capital Management's IWP Position: Q4 2025 in Review

Per Stirling Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 1,529 shares — an estimated $218K sold.

Per Stirling Capital Management first reported a position in IWP in Q1 2023 and held it in 4 quarters. The position peaked at $218K in Q3 2025. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Per Stirling Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Per Stirling Capital Management sold 1,529 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $218K.
Per Stirling Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and held it in 4 quarters.
Per Stirling Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $218K in Q3 2025.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Per Stirling Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.