Shared Vision Wealth Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Shared Vision Wealth Group’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	-1,635	Closed	-$232K	–	103
2025 Q3	$232K	Hold	1,635	–	–	0.1%	89
2025 Q2	$231K	Sell	1,635 -373	-19%	-$47.2K	0.12%	77
2025 Q1	$236K	Hold	2,008	–	–	0.13%	72
2024 Q4	$255K	Hold	2,008	–	–	0.13%	67
2024 Q3	$236K	Hold	2,008	–	–	0.13%	68
2024 Q2	$222K	Hold	2,008	–	–	0.13%	73
2024 Q1	$229K	Hold	2,008	–	–	0.14%	69
2023 Q4	$210K	Buy	+2,008	New	+$190K	0.14%	76

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

Shared Vision Wealth Group's IWP Position: Q4 2025 in Review

Shared Vision Wealth Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 1,635 shares — an estimated $232K sold.

Shared Vision Wealth Group first reported a position in IWP in Q4 2023 and held it in 8 quarters. The position peaked at $255K in Q4 2024. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Shared Vision Wealth Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Shared Vision Wealth Group sold 1,635 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $232K.
Shared Vision Wealth Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and held it in 8 quarters.
Shared Vision Wealth Group's iShares Russell Mid-Cap Growth ETF position peaked at $255K in Q4 2024.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Shared Vision Wealth Group's 13F filing for Q4 2025, filed 11 Feb 2026.