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

Rise 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	-781	Closed	-$111K	–	765
2025 Q3	$111K	Hold	781	–	–	0.04%	149
2025 Q2	$108K	Buy	781 +1	+0.1%	+$127	0.04%	146
2025 Q1	$91.6K	Buy	+780	New	+$100K	0.04%	154
2024 Q2	–	Sell	-225	Closed	-$25.6K	–	1249
2024 Q1	$25.6K	Buy	225 +1	+0.4%	+$108	0.01%	478
2023 Q4	$23.4K	Hold	224	–	–	0.02%	237
2023 Q3	$20.4K	Hold	224	–	–	0.02%	232
2023 Q2	$21.6K	Sell	224 -65	-22%	-$5.92K	0.02%	228
2023 Q1	$26.4K	Buy	289 +66	+30%	+$5.89K	0.02%	221
2022 Q4	$18.6K	Buy	223 +1	+0.5%	+$84	0.02%	257
2022 Q3	$17K	Hold	222	–	–	0.01%	267
2022 Q2	$18K	Hold	222	–	–	0.02%	252
2022 Q1	$22K	Buy	222 +1	+0.5%	+$100	0.02%	230
2021 Q4	$25.5K	Buy	+221	New	+$25.8K	0.02%	217

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

Rise Advisors's IWP Position: Q4 2025 in Review

Rise Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 781 shares — an estimated $111K sold.

Rise Advisors first reported a position in IWP in Q4 2021 and held it in 13 quarters. The position peaked at $111K in Q3 2025. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Rise Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 781 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $111K.
Rise Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 13 quarters.
Rise Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $111K in Q3 2025.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.