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Summit Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Summit Investment 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
Q2 		$237K Buy
1,702
+1
+0.1% +$127 0.2% 52
2025
Q1 		$209K Buy
1,701
+202
+13% +$26K 0.19% 53
2024
Q4 		$207K Buy
+1,499
New +$191K 0.18% 54

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Investment Advisors's IWP Position: Q2 2025 in Review

Summit Investment Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.06% in Q2 2025, buying an estimated $127 and bringing the position to 1,702 shares worth $237K. The position accounts for 0.2% of the portfolio, ranked #52.

Summit Investment Advisors first reported a position in IWP in Q4 2024 and has held it in 3 quarters since. 1,167 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

  • Summit Investment Advisors held 1,702 shares of iShares Russell Mid-Cap Growth ETF worth $237K as of Q2 2025.
  • Summit Investment Advisors bought 1 iShares Russell Mid-Cap Growth ETF share in Q2 2025, an estimated $127.
  • iShares Russell Mid-Cap Growth ETF made up 0.2% of Summit Investment Advisors's portfolio in Q2 2025, its #52 holding.
  • Summit Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,167 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.