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Prosperity Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Prosperity Wealth Management’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 		$902K Sell
6,589
-18,985
-74% -$2.65M 0.3% 79
2025
Q3 		$3.64M Buy
25,574
+4,654
+22% +$658K 1.24% 13
2025
Q2 		$2.9M Buy
+20,920
New +$2.65M 1.08% 19

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Prosperity Wealth Management's IWP Position: Q4 2025 in Review

Prosperity Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 74% in Q4 2025, selling an estimated $2.65M and leaving 6,589 shares worth $902K. The position accounts for 0.3% of the portfolio, ranked #79.

Prosperity Wealth Management first reported a position in IWP in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.64M in Q3 2025. 1,228 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • Prosperity Wealth Management held 6,589 shares of iShares Russell Mid-Cap Growth ETF worth $902K as of Q4 2025.
  • Prosperity Wealth Management sold 18,985 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $2.65M.
  • iShares Russell Mid-Cap Growth ETF made up 0.3% of Prosperity Wealth Management's portfolio in Q4 2025, its #79 holding.
  • Prosperity Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • Prosperity Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $3.64M in Q3 2025.
  • 1,228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.