RPg Family Wealth Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-3,041	Closed	-$357K	–	106
2025 Q1	$357K	Buy	+3,041	New	+$391K	0.1%	89
2024 Q3	–	Sell	-2,699	Closed	-$298K	–	95
2024 Q2	$298K	Sell	2,699 -13,474	-83%	-$1.48M	0.1%	101
2024 Q1	$1.85M	Buy	16,173 +974	+6%	+$105K	0.58%	52
2023 Q4	$1.59M	Buy	15,199 +8,030	+112%	+$761K	0.59%	49
2023 Q3	$656K	Sell	7,169 -218	-3%	-$20.8K	0.27%	73
2023 Q2	$714K	Buy	7,387 +331	+5%	+$30.2K	0.29%	71
2023 Q1	$642K	Buy	+7,056	New	+$630K	0.35%	53

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

RPg Family Wealth Advisory's IWP Position: Q2 2025 in Review

RPg Family Wealth Advisory sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 3,041 shares — an estimated $357K sold.

RPg Family Wealth Advisory first reported a position in IWP in Q1 2023 and held it in 7 quarters. The position peaked at $1.85M in Q1 2024. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

RPg Family Wealth Advisory reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
RPg Family Wealth Advisory sold 3,041 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $357K.
RPg Family Wealth Advisory first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and held it in 7 quarters.
RPg Family Wealth Advisory's iShares Russell Mid-Cap Growth ETF position peaked at $1.85M in Q1 2024.
1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.