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Strive Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Strive Asset Management’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
-2,201
Closed -$313K – 87
2025
Q3 		$313K Sell
2,201
-1,302
-37% -$184K 0.17% 57
2025
Q2 		$486K Sell
3,503
-11,431
-77% -$1.45M 0.29% 47
2025
Q1 		$1.75M Sell
14,934
-2,709
-15% -$348K 1.22% 26
2024
Q4 		$2.24M Buy
+17,643
New +$2.24M 1.68% 16

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
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
Jones Financial Companies
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
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

Strive Asset Management's IWP Position: Q4 2025 in Review

Strive Asset Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 2,201 shares — an estimated $313K sold.

Strive Asset Management first reported a position in IWP in Q4 2024 and held it in 4 quarters. The position peaked at $2.24M in Q4 2024. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • Strive Asset Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Strive Asset Management sold 2,201 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $313K.
  • Strive Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 4 quarters.
  • Strive Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $2.24M in Q4 2024.
  • 1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Strive Asset Management's 13F filing for Q4 2025.