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PMV Capital Advisers’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

PMV Capital Advisers’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 		– Sell
-9
Closed -$1.25K – 82
2025
Q2 		$1.25K Buy
+9
New +$1.14K ﹤0.01% 115
2025
Q1 		– Sell
-47
Closed -$5.96K – 98
2024
Q4 		$5.96K Buy
+47
New +$5.97K 0.02% 80

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

PMV Capital Advisers's IWP Position: Q3 2025 in Review

PMV Capital Advisers sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 9 shares — an estimated $1.25K sold.

PMV Capital Advisers first reported a position in IWP in Q4 2024 and held it in 2 quarters. The position peaked at $5.96K in Q4 2024. 1,164 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

  • PMV Capital Advisers reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • PMV Capital Advisers sold 9 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $1.25K.
  • PMV Capital Advisers first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • PMV Capital Advisers's iShares Russell Mid-Cap Growth ETF position peaked at $5.96K in Q4 2024.
  • 1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on PMV Capital Advisers's 13F filing for Q3 2025, filed 6 Oct 2025.