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Talon Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Talon Private Wealth’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 		$66K Buy
+476
New +$60.2K 0.01% 191
2025
Q1 		– Sell
-238
Closed -$30.2K – 237
2024
Q4 		$30.2K Hold
238
– – 0.01% 175
2024
Q3 		$27.9K Buy
+238
New +$26.6K 0.01% 120

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Talon Private Wealth's IWP Position: Q2 2025 in Review

Talon Private Wealth opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025: 476 shares worth $66K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in IWP as recently as Q4 2024.

Talon Private Wealth first reported a position in IWP in Q3 2024 and has held it in 3 quarters since. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

  • Talon Private Wealth held 476 shares of iShares Russell Mid-Cap Growth ETF worth $66K as of Q2 2025.
  • iShares Russell Mid-Cap Growth ETF was a new Talon Private Wealth position in Q2 2025.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Talon Private Wealth's portfolio in Q2 2025, its #191 holding.
  • Talon Private Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.