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

Prosperity Capital 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 Q4	–	Sell	-9,517	Closed	-$1.36M	–	421
2025 Q3	$1.36M	Sell	9,517 -357	-4%	-$50.4K	0.08%	160
2025 Q2	$1.37M	Sell	9,874 -79	-0.8%	-$9.99K	0.09%	150
2025 Q1	$1.18M	Sell	9,953 -671	-6%	-$86.3K	0.09%	143
2024 Q4	$1.35M	Sell	10,624 -132	-1%	-$16.8K	0.11%	135
2024 Q3	$1.26M	Buy	10,756 +1,357	+14%	+$152K	0.11%	133
2024 Q2	$1.04M	Buy	9,399 +3,441	+58%	+$378K	0.11%	132
2024 Q1	$680K	Buy	5,958 +2,419	+68%	+$262K	0.08%	178
2023 Q4	$370K	Buy	+3,539	New	+$335K	0.04%	172

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

Prosperity Capital Advisors's IWP Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 9,517 shares — an estimated $1.36M sold.

Prosperity Capital Advisors first reported a position in IWP in Q4 2023 and held it in 8 quarters. The position peaked at $1.37M in Q2 2025. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Prosperity Capital Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 9,517 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $1.36M.
Prosperity Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and held it in 8 quarters.
Prosperity Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.37M in Q2 2025.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.