Simplex Trading
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Simplex Trading’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Simplex Trading’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
-1,082
Closed -$150K – 9515
2025
Q2 		$150K Sell
1,082
-758
-41% -$95.9K ﹤0.01% 4800
2025
Q1 		$216K Buy
+1,840
New +$237K ﹤0.01% 4240
2024
Q3 		– Sell
-364
Closed -$40K – 9007
2024
Q2 		$40K Buy
364
+193
+113% +$21.2K ﹤0.01% 6303
2024
Q1 		$19K Buy
+171
New +$18.5K ﹤0.01% 7127
2023
Q3 		– Sell
-4,521
Closed -$436K – 9210
2023
Q2 		$436K Sell
4,521
-3,213
-42% -$293K ﹤0.01% 3453
2023
Q1 		$704K Buy
+7,734
New +$690K ﹤0.01% 2925
2021
Q4 		– Sell
-2,531
Closed -$286K – 10918
2021
Q3 		$286K Hold
2,531
– – ﹤0.01% 4979
2021
Q2 		$286K Sell
2,531
-456
-15% -$48.7K ﹤0.01% 5058
2021
Q1 		$304K Buy
+2,987
New +$312K ﹤0.01% 4126
2020
Q4 		– Sell
-968
Closed -$83K – 8693
2020
Q3 		$83K Buy
+968
New +$81.7K ﹤0.01% 5097
2018
Q2 		– Sell
-8,182
Closed -$502K – 7616
2018
Q1 		$502K Sell
8,182
-1,742
-18% -$109K 0.02% 714
2017
Q4 		$598K Buy
9,924
+6,682
+206% +$393K 0.03% 621
2017
Q3 		$183K Sell
3,242
-462
-12% -$25.3K 0.01% 1249
2017
Q2 		$200K Buy
+3,704
New +$197K 0.01% 1202
2016
Q2 		– Sell
-60
Closed -$2K – 6111
2016
Q1 		$2K Buy
+60
New +$2.59K ﹤0.01% 4732

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Simplex Trading's IWP Position: Q3 2025 in Review

Simplex Trading sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 1,082 shares — an estimated $150K sold.

Simplex Trading first reported a position in IWP in Q1 2016 and held it in 15 quarters. The position peaked at $704K in Q1 2023. 1,163 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

  • Simplex Trading reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 1,082 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $150K.
  • Simplex Trading first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2016 and held it in 15 quarters.
  • Simplex Trading's iShares Russell Mid-Cap Growth ETF position peaked at $704K in Q1 2023.
  • 1,163 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.