Secure Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Secure Asset 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 Q3	–	Sell	-12,828	Closed	-$1.78M	–	324
2025 Q2	$1.78M	Buy	+12,828	New	+$1.62M	0.33%	78
2025 Q1	–	Sell	-1,613	Closed	-$204K	–	340
2024 Q4	$204K	Buy	+1,613	New	+$205K	0.03%	307

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

Secure Asset Management's IWP Position: Q3 2025 in Review

Secure Asset Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 12,828 shares — an estimated $1.78M sold.

Secure Asset Management first reported a position in IWP in Q4 2024 and held it in 2 quarters. The position peaked at $1.78M in Q2 2025. 1,162 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

Secure Asset Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Secure Asset Management sold 12,828 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $1.78M.
Secure Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
Secure Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.78M in Q2 2025.
1,162 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Secure Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.