Strata Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Strata Wealth 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 Q4	–	Sell	-9,033	Closed	-$1.29M	–	101
2025 Q3	$1.29M	Hold	9,033	–	–	0.34%	37
2025 Q2	$1.25M	Hold	9,033	–	–	0.35%	34
2025 Q1	$1.06M	Hold	9,033	–	–	0.33%	34
2024 Q4	$1.14M	Hold	9,033	–	–	0.36%	34
2024 Q3	$1.06M	Hold	9,033	–	–	0.34%	33
2024 Q2	$997K	Hold	9,033	–	–	0.34%	32
2024 Q1	$1.03M	Hold	9,033	–	–	0.36%	31
2023 Q4	$944K	Hold	9,033	–	–	0.37%	30
2023 Q3	$825K	Buy	+9,033	New	+$864K	0.4%	20

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

Strata Wealth Advisors's IWP Position: Q4 2025 in Review

Strata Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 9,033 shares — an estimated $1.29M sold.

Strata Wealth Advisors first reported a position in IWP in Q3 2023 and held it in 9 quarters. The position peaked at $1.29M in Q3 2025. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Strata Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Strata Wealth Advisors sold 9,033 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $1.29M.
Strata Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and held it in 9 quarters.
Strata Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.29M in Q3 2025.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Strata Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.