Phillips Financial Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Phillips Financial 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	-32	Closed	-$4.56K	–	321
2025 Q3	$4.56K	Hold	32	–	–	﹤0.01%	296
2025 Q2	$4.44K	Hold	32	–	–	﹤0.01%	269
2025 Q1	$3.76K	Hold	32	–	–	﹤0.01%	253
2024 Q4	$4.06K	Sell	32 -77	-71%	-$9.79K	﹤0.01%	249
2024 Q3	$12.8K	Hold	109	–	–	﹤0.01%	251
2024 Q2	$12K	Buy	+109	New	+$12K	﹤0.01%	246

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

Phillips Financial Management's IWP Position: Q4 2025 in Review

Phillips Financial Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 32 shares — an estimated $4.56K sold.

Phillips Financial Management first reported a position in IWP in Q2 2024 and held it in 6 quarters. The position peaked at $12.8K in Q3 2024. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Phillips Financial Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Phillips Financial Management sold 32 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $4.56K.
Phillips Financial Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and held it in 6 quarters.
Phillips Financial Management's iShares Russell Mid-Cap Growth ETF position peaked at $12.8K in Q3 2024.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Phillips Financial Management's 13F filing for Q4 2025, filed 26 Jan 2026.