Tower View Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Tower View Wealth 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
2026 Q1	–	Sell	-18	Closed	-$2.48K	–	207
2025 Q4	$2.48K	Hold	18	–	–	﹤0.01%	167
2025 Q3	$2.57K	Hold	18	–	–	﹤0.01%	165
2025 Q2	$2.5K	Hold	18	–	–	﹤0.01%	185
2025 Q1	$2.12K	Hold	18	–	–	﹤0.01%	175
2024 Q4	$2.28K	Hold	18	–	–	﹤0.01%	178
2024 Q3	$2.11K	Hold	18	–	–	﹤0.01%	184
2024 Q2	$1.99K	Hold	18	–	–	﹤0.01%	175
2024 Q1	$2.06K	Hold	18	–	–	﹤0.01%	184
2023 Q4	$2K	Hold	18	–	–	﹤0.01%	170
2023 Q3	$2K	Hold	18	–	–	﹤0.01%	170
2023 Q2	$2K	Hold	18	–	–	﹤0.01%	176
2023 Q1	$2K	Hold	18	–	–	﹤0.01%	147
2022 Q4	$2K	Sell	18 -12	-40%	-$1.01K	﹤0.01%	153
2022 Q3	$2K	Buy	+30	New	+$2.58K	﹤0.01%	155

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Tower View Wealth Management's IWP Position: Q1 2026 in Review

Tower View Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 18 shares — an estimated $2.48K sold.

Tower View Wealth Management first reported a position in IWP in Q3 2022 and held it in 14 quarters. The position peaked at $2.57K in Q3 2025. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Tower View Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Tower View Wealth Management sold 18 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $2.48K.
Tower View Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and held it in 14 quarters.
Tower View Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $2.57K in Q3 2025.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.