Simplex Trading
IWP icon

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 – 10056
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 – 9545
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 – 9768
2023
Q2 		$436K Sell
4,521
-3,213
-42% -$293K 0.02% 3453
2023
Q1 		$704K Buy
+7,734
New +$690K 0.03% 2925
2021
Q4 		– Sell
-2,531
Closed -$286K – 11268
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 0.02% 4126
2020
Q4 		– Sell
-968
Closed -$83K – 8997
2020
Q3 		$83K Buy
+968
New +$81.7K ﹤0.01% 5097
2018
Q2 		– Sell
-8,182
Closed -$502K – 7913
2018
Q1 		$502K Sell
8,182
-1,742
-18% -$109K 0.04% 714
2017
Q4 		$598K Buy
9,924
+6,682
+206% +$393K 0.04% 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 – 6443
2016
Q1 		$2K Buy
+60
New +$2.59K ﹤0.01% 4732

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return