TWP
IWP icon

Total Wealth Planning’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Total Wealth Planning’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
-3,608
Closed -$514K – 74
2025
Q3 		$514K Sell
3,608
-435
-11% -$61.5K 0.06% 80
2025
Q2 		$561K Sell
4,043
-447
-10% -$56.5K 0.07% 71
2025
Q1 		$528K Sell
4,490
-74
-2% -$9.51K 0.08% 60
2024
Q4 		$578K Sell
4,564
-27
-0.6% -$3.43K 0.09% 59
2024
Q3 		$538K Buy
4,591
+1
+0% +$112 0.08% 64
2024
Q2 		$529K Sell
4,590
-1,047
-19% -$115K 0.09% 64
2024
Q1 		$643K Sell
5,637
-331
-6% -$35.8K 0.11% 58
2023
Q4 		$623K Buy
5,968
+671
+13% +$63.6K 0.11% 60
2023
Q3 		$484K Sell
5,297
-114
-2% -$10.9K 0.1% 65
2023
Q2 		$523K Sell
5,411
-70
-1% -$6.38K 0.11% 60
2023
Q1 		$499K Sell
5,481
-29
-0.5% -$2.59K 0.11% 63
2022
Q4 		$461K Sell
5,510
-49
-0.9% -$4.12K 0.11% 64
2022
Q3 		$436K Sell
5,559
-540
-9% -$46.5K 0.12% 61
2022
Q2 		$483K Sell
6,099
-1
-0% -$87 0.14% 60
2022
Q1 		$613K Buy
6,100
+1,969
+48% +$196K 0.17% 55
2021
Q4 		$560K Sell
4,131
-2,242
-35% -$261K 0.35% 25
2021
Q3 		$714K Buy
6,373
+35
+0.6% +$4.03K 0.26% 28
2021
Q2 		$717K Buy
6,338
+1
+0% +$107 0.28% 26
2021
Q1 		$647K Sell
6,337
-158
-2% -$16.5K 0.27% 27
2020
Q4 		$667K Sell
6,495
-673
-9% -$64K 0.31% 26
2020
Q3 		$620K Sell
7,168
-590
-8% -$49.8K 0.32% 27
2020
Q2 		$613K Sell
7,758
-172
-2% -$12.5K 0.34% 25
2020
Q1 		$482K Buy
7,930
+26
+0.3% +$1.9K 0.31% 25
2019
Q4 		$603K Sell
7,904
-46
-0.6% -$3.37K 0.32% 25
2019
Q3 		$562K Hold
7,950
– – 0.32% 25
2019
Q2 		$567K Sell
7,950
-312
-4% -$21.7K 0.34% 25
2019
Q1 		$560K Sell
8,262
-246
-3% -$15.8K 0.35% 25
2018
Q4 		$484K Buy
+8,508
New +$518K 0.34% 26

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Total Wealth Planning's IWP Position: Q4 2025 in Review

Total Wealth Planning sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 3,608 shares — an estimated $514K sold.

Total Wealth Planning first reported a position in IWP in Q4 2018 and held it in 28 quarters. The position peaked at $717K in Q2 2021. 1,228 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • Total Wealth Planning reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 3,608 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $514K.
  • Total Wealth Planning first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and held it in 28 quarters.
  • Total Wealth Planning's iShares Russell Mid-Cap Growth ETF position peaked at $717K in Q2 2021.
  • 1,228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.