Pineridge Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pineridge Advisors’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	$127K	Sell	891 -185	-17%	-$26.1K	0.04%	67
2025 Q2	$149K	Sell	1,076 -34	-3%	-$4.3K	0.05%	58
2025 Q1	$130K	Sell	1,110 -92	-8%	-$11.8K	0.05%	62
2024 Q4	$152K	Sell	1,202 -123	-9%	-$15.6K	0.06%	63
2024 Q3	$155K	Sell	1,325 -74	-5%	-$8.27K	0.06%	72
2024 Q2	$154K	Sell	1,399 -10	-0.7%	-$1.1K	0.05%	74
2024 Q1	$161K	Sell	1,409 -562	-29%	-$60.8K	0.06%	67
2023 Q4	$206K	Buy	+1,971	New	+$187K	0.07%	67

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Pineridge Advisors's IWP Position: Q3 2025 in Review

Pineridge Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 17% in Q3 2025, selling an estimated $26.1K and leaving 891 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #67.

Pineridge Advisors first reported a position in IWP in Q4 2023 and has held it in 8 quarters since. The position peaked at $206K in Q4 2023. 1,160 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

Pineridge Advisors held 891 shares of iShares Russell Mid-Cap Growth ETF worth $127K as of Q3 2025.
Pineridge Advisors sold 185 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $26.1K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Pineridge Advisors's portfolio in Q3 2025, its #67 holding.
Pineridge Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $206K in Q4 2023.
1,160 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.