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Planning Directions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Planning Directions’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
-10,301
Closed -$1.21M – 97
2025
Q1 		$1.21M Buy
+10,301
New +$1.32M 0.52% 40

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planning Directions's IWP Position: Q2 2025 in Review

Planning Directions sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 10,301 shares — an estimated $1.21M sold.

Planning Directions first reported a position in IWP in Q1 2025 and held it in 1 quarter. The position peaked at $1.21M in Q1 2025. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

  • Planning Directions reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Planning Directions sold 10,301 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $1.21M.
  • Planning Directions first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Planning Directions's iShares Russell Mid-Cap Growth ETF position peaked at $1.21M in Q1 2025.
  • 1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.