PrairieView Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

PrairieView Partners’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	$17K	Hold	125	–	–	﹤0.01%	256
2025 Q1	$14K	Sell	125 -100	-44%	-$12.9K	﹤0.01%	263
2024 Q4	$28K	Buy	225 +100	+80%	+$12.7K	﹤0.01%	226
2024 Q3	$14K	Hold	125	–	–	﹤0.01%	268
2024 Q2	$13K	Hold	125	–	–	﹤0.01%	276
2024 Q1	$15K	Hold	125	–	–	﹤0.01%	260
2023 Q4	$13K	Hold	125	–	–	﹤0.01%	262
2023 Q3	$11K	Hold	125	–	–	﹤0.01%	275
2023 Q2	$12K	Hold	125	–	–	﹤0.01%	307
2023 Q1	$11K	Hold	125	–	–	﹤0.01%	298
2022 Q4	$10K	Hold	125	–	–	﹤0.01%	321
2022 Q3	$10K	Hold	125	–	–	﹤0.01%	303
2022 Q2	$10K	Hold	125	–	–	﹤0.01%	326
2022 Q1	$13K	Hold	125	–	–	﹤0.01%	304
2021 Q4	$14K	Hold	125	–	–	﹤0.01%	300
2021 Q3	$14K	Hold	125	–	–	﹤0.01%	252
2021 Q2	$14K	Hold	125	–	–	﹤0.01%	249
2021 Q1	$13K	Buy	+125	New	+$13.1K	﹤0.01%	252
2020 Q4	–	Sell	-134	Closed	-$12K	–	318
2020 Q3	$12K	Buy	+134	New	+$11.3K	﹤0.01%	230

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

PrairieView Partners's IWP Position: Q2 2025 in Review

PrairieView Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2025 at 125 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

PrairieView Partners first reported a position in IWP in Q3 2020 and has held it in 19 quarters since. The position peaked at $28K in Q4 2024. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

PrairieView Partners held 125 shares of iShares Russell Mid-Cap Growth ETF worth $17K as of Q2 2025.
PrairieView Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2025.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #256 holding.
PrairieView Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 19 quarters since.
PrairieView Partners's iShares Russell Mid-Cap Growth ETF position peaked at $28K in Q4 2024.
1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.