Stephens Consulting’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stephens Consulting’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	$79.9K	Buy	584 +7	+1%	+$978	0.03%	114
2025 Q3	$82.2K	Hold	577	–	–	0.03%	107
2025 Q2	$80K	Buy	577 +1	+0.2%	+$127	0.02%	151
2025 Q1	$67.7K	Hold	576	–	–	0.02%	165
2024 Q4	$73K	Buy	576 +1	+0.2%	+$127	0.02%	159
2024 Q3	$67.4K	Buy	575 +1	+0.2%	+$112	0.02%	165
2024 Q2	$63.4K	Hold	574	–	–	0.02%	164
2024 Q1	$65.5K	Buy	574 +1	+0.2%	+$108	0.02%	155
2023 Q4	$59.9K	Buy	573 +2	+0.4%	+$190	0.02%	160
2023 Q3	$52.2K	Hold	571	–	–	0.02%	161
2023 Q2	$55.2K	Hold	571	–	–	0.02%	152
2023 Q1	$52K	Buy	571 +1	+0.2%	+$89	0.03%	172
2022 Q4	$47.6K	Buy	570 +2	+0.4%	+$168	0.03%	173
2022 Q3	$44.6K	Buy	568 +1	+0.2%	+$86	0.04%	184
2022 Q2	$44.9K	Buy	567 +1	+0.2%	+$87	0.04%	179
2022 Q1	$56.9K	Sell	566 -44	-7%	-$4.38K	0.05%	175
2021 Q4	$70.3K	Buy	+610	New	+$71.1K	0.06%	173

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

Stephens Consulting's IWP Position: Q4 2025 in Review

Stephens Consulting increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.2% in Q4 2025, buying an estimated $978 and bringing the position to 584 shares worth $79.9K. The position accounts for 0.03% of the portfolio, ranked #114.

Stephens Consulting first reported a position in IWP in Q4 2021 and has held it in 17 quarters since. The position peaked at $82.2K in Q3 2025. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Stephens Consulting held 584 shares of iShares Russell Mid-Cap Growth ETF worth $79.9K as of Q4 2025.
Stephens Consulting bought 7 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $978.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Stephens Consulting's portfolio in Q4 2025, its #114 holding.
Stephens Consulting first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's iShares Russell Mid-Cap Growth ETF position peaked at $82.2K in Q3 2025.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.