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

PSI 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 Q1	–	Sell	-841	Closed	-$106K	–	847
2024 Q4	$106K	Buy	841 +1	+0.1%	+$127	0.03%	178
2024 Q3	$98.5K	Buy	840 +1	+0.1%	+$112	0.03%	195
2024 Q2	$92.5K	Buy	839 +2	+0.2%	+$220	0.03%	185
2024 Q1	$95.6K	Hold	837	–	–	0.03%	186
2023 Q4	$87.4K	Buy	837 +3	+0.4%	+$284	0.03%	202
2023 Q3	$76.2K	Hold	834	–	–	0.03%	206
2023 Q2	$80.6K	Buy	834 +1	+0.1%	+$91	0.04%	193
2023 Q1	$75.8K	Buy	833 +1	+0.1%	+$89	0.04%	183
2022 Q4	$69.5K	Buy	832 +3	+0.4%	+$252	0.04%	182
2022 Q3	$65K	Buy	829 +2	+0.2%	+$172	0.03%	196
2022 Q2	$66K	Buy	827 +1	+0.1%	+$87	0.03%	216
2022 Q1	$83K	Buy	826 +1	+0.1%	+$100	0.03%	212
2021 Q4	$95K	Buy	825 +1	+0.1%	+$117	0.04%	209
2021 Q3	$92K	Buy	+824	New	+$94.8K	0.04%	203
2020 Q1	–	Sell	-868	Closed	-$66K	–	341
2019 Q4	$66K	Buy	+868	New	+$63.6K	0.04%	239

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

PSI Advisors's IWP Position: Q1 2025 in Review

PSI Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 841 shares — an estimated $106K sold.

PSI Advisors first reported a position in IWP in Q4 2019 and held it in 15 quarters. The position peaked at $106K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

PSI Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 841 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $106K.
PSI Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 15 quarters.
PSI Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $106K in Q4 2024.
1,085 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.