Timonier Family Office’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Timonier Family Office’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	$255K	Hold	1,862	–	–	0.08%	54
2025 Q3	$265K	Hold	1,862	–	–	0.09%	51
2025 Q2	$258K	Hold	1,862	–	–	0.1%	51
2025 Q1	$219K	Hold	1,862	–	–	0.1%	49
2024 Q4	$236K	Buy	+1,862	New	+$237K	0.12%	48

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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

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

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

Timonier Family Office's IWP Position: Q4 2025 in Review

Timonier Family Office held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2025 at 1,862 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #54.

Timonier Family Office first reported a position in IWP in Q4 2024 and has held it in 5 quarters since. The position peaked at $265K in Q3 2025. 1,228 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Timonier Family Office held 1,862 shares of iShares Russell Mid-Cap Growth ETF worth $255K as of Q4 2025.
Timonier Family Office left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2025.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Timonier Family Office's portfolio in Q4 2025, its #54 holding.
Timonier Family Office first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
Timonier Family Office's iShares Russell Mid-Cap Growth ETF position peaked at $265K in Q3 2025.
1,228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.