PFG Private Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

PFG Private 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 Q2	–	Sell	-26	Closed	-$3.06K	–	149
2025 Q1	$3.06K	Hold	26	–	–	﹤0.01%	206
2024 Q4	$3.3K	Sell	26 -27	-51%	-$3.43K	﹤0.01%	179
2024 Q3	$6.22K	Buy	53 +19	+56%	+$2.12K	﹤0.01%	153
2024 Q2	$3.75K	Sell	34 -27	-44%	-$2.97K	﹤0.01%	170
2024 Q1	$6.96K	Hold	61	–	–	﹤0.01%	144
2023 Q4	$6.37K	Hold	61	–	–	﹤0.01%	154
2023 Q3	$5.57K	Hold	61	–	–	﹤0.01%	216
2023 Q2	$5.89K	Hold	61	–	–	﹤0.01%	229
2023 Q1	$5.55K	Sell	61 -10	-14%	-$892	﹤0.01%	229
2022 Q4	$6K	Hold	71	–	–	﹤0.01%	210
2022 Q3	$6K	Sell	71 -561	-89%	-$48.3K	﹤0.01%	205
2022 Q2	$50K	Buy	632 +68	+12%	+$5.92K	0.03%	149
2022 Q1	$57K	Sell	564 -16	-3%	-$1.59K	0.03%	148
2021 Q4	$67K	Sell	580 -14,418	-96%	-$1.68M	0.03%	150
2021 Q3	$1.68M	Buy	14,998 +713	+5%	+$82K	0.98%	21
2021 Q2	$1.62M	Buy	14,285 +304	+2%	+$32.5K	1.05%	22
2021 Q1	$1.43M	Sell	13,981 -623	-4%	-$65.1K	0.98%	25
2020 Q4	$1.5M	Buy	14,604 +736	+5%	+$70K	1.15%	23
2020 Q3	$1.2M	Sell	13,868 -210	-1%	-$17.7K	1.05%	24
2020 Q2	$1.11M	Buy	14,078 +268	+2%	+$19.4K	1.05%	23
2020 Q1	$840K	Sell	13,810 -634	-4%	-$46.2K	0.9%	24
2019 Q4	$1.1M	Buy	+14,444	New	+$1.06M	0.98%	26

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFG Private Wealth Management's IWP Position: Q2 2025 in Review

PFG Private Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 26 shares — an estimated $3.06K sold.

PFG Private Wealth Management first reported a position in IWP in Q4 2019 and held it in 22 quarters. The position peaked at $1.68M in Q3 2021. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

PFG Private Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 26 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $3.06K.
PFG Private Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 22 quarters.
PFG Private Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.68M in Q3 2021.
1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.