Stillwater Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stillwater Capital Advisors’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 Q1	–	Sell	-10,768	Closed	-$1.36M	–	70
2024 Q4	$1.36M	Sell	10,768 -172	-2%	-$21.9K	0.17%	44
2024 Q3	$1.28M	Buy	10,940 +30	+0.3%	+$3.35K	0.17%	47
2024 Q2	$1.2M	Sell	10,910 -10,954	-50%	-$1.2M	0.17%	44
2024 Q1	$2.5M	Sell	21,864 -359	-2%	-$38.8K	0.37%	39
2023 Q4	$2.32M	Buy	22,223 +179	+0.8%	+$17K	0.37%	41
2023 Q3	$2.01M	Buy	22,044 +342	+2%	+$32.7K	0.37%	41
2023 Q2	$2.1M	Sell	21,702 -37	-0.2%	-$3.37K	0.37%	41
2023 Q1	$1.98M	Buy	21,739 +690	+3%	+$61.6K	0.38%	40
2022 Q4	$1.76M	Buy	+21,049	New	+$1.77M	0.37%	40

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stillwater Capital Advisors's IWP Position: Q1 2025 in Review

Stillwater Capital Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 10,768 shares — an estimated $1.36M sold.

Stillwater Capital Advisors first reported a position in IWP in Q4 2022 and held it in 9 quarters. The position peaked at $2.5M in Q1 2024. 1,085 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Stillwater Capital Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Stillwater Capital Advisors sold 10,768 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $1.36M.
Stillwater Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and held it in 9 quarters.
Stillwater Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $2.5M in Q1 2024.
1,085 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Stillwater Capital Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.