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

Rovin Capital’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	$1.54M	Buy	11,223 +241	+2%	+$33.7K	0.41%	58
2025 Q3	$1.56M	Buy	10,982 +1,178	+12%	+$166K	0.43%	51
2025 Q2	$1.36M	Buy	9,804 +18	+0.2%	+$2.28K	0.41%	54
2025 Q1	$1.15M	Buy	9,786 +731	+8%	+$94K	0.37%	59
2024 Q4	$1.15M	Buy	9,055 +2,521	+39%	+$320K	0.41%	48
2024 Q3	$766K	Buy	6,534 +2,815	+76%	+$315K	0.28%	75
2024 Q2	$410K	Buy	3,719 +86	+2%	+$9.45K	0.17%	105
2024 Q1	$415K	Buy	3,633 +973	+37%	+$105K	0.17%	102
2023 Q4	$278K	Sell	2,660 -370	-12%	-$35.1K	0.13%	123
2023 Q3	$277K	Buy	3,030 +543	+22%	+$51.9K	0.13%	106
2023 Q2	$240K	Buy	2,487 +173	+7%	+$15.8K	0.11%	114
2023 Q1	$211K	Buy	+2,314	New	+$207K	0.1%	123
2022 Q4	–	Sell	-5,174	Closed	-$406K	–	131
2022 Q3	$406K	Buy	5,174 +2,241	+76%	+$193K	0.23%	70
2022 Q2	$232K	Buy	2,933 +230	+9%	+$20K	0.16%	104
2022 Q1	$272K	Buy	+2,703	New	+$269K	0.14%	98

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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

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

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

Rovin Capital's IWP Position: Q4 2025 in Review

Rovin Capital increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.2% in Q4 2025, buying an estimated $33.7K and bringing the position to 11,223 shares worth $1.54M. The position accounts for 0.41% of the portfolio, ranked #58.

Rovin Capital first reported a position in IWP in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.56M in Q3 2025. 1,228 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Rovin Capital held 11,223 shares of iShares Russell Mid-Cap Growth ETF worth $1.54M as of Q4 2025.
Rovin Capital bought 241 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $33.7K.
iShares Russell Mid-Cap Growth ETF made up 0.41% of Rovin Capital's portfolio in Q4 2025, its #58 holding.
Rovin Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 15 quarters since.
Rovin Capital's iShares Russell Mid-Cap Growth ETF position peaked at $1.56M in Q3 2025.
1,228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Rovin Capital's 13F filing for Q4 2025, filed 9 Feb 2026.