True North Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

True North 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 Q4	–	Sell	-3,180	Closed	-$453K	–	262
2025 Q3	$453K	Hold	3,180	–	–	0.07%	141
2025 Q2	$441K	Hold	3,180	–	–	0.08%	142
2025 Q1	$374K	Sell	3,180 -60	-2%	-$7.71K	0.07%	165
2024 Q4	$411K	Hold	3,240	–	–	0.1%	116
2024 Q3	$380K	Hold	3,240	–	–	0.1%	114
2024 Q2	$358K	Hold	3,240	–	–	0.1%	127
2024 Q1	$370K	Sell	3,240 -250	-7%	-$27K	0.1%	119
2023 Q4	$365K	Hold	3,490	–	–	0.09%	120
2023 Q3	$319K	Sell	3,490 -327	-9%	-$31.3K	0.1%	142
2023 Q2	$369K	Hold	3,817	–	–	0.1%	142
2023 Q1	$348K	Hold	3,817	–	–	0.1%	145
2022 Q4	$319K	Buy	+3,817	New	+$321K	0.11%	132
2021 Q2	–	Sell	-3,395	Closed	-$346K	–	224
2021 Q1	$346K	Sell	3,395 -35	-1%	-$3.66K	0.08%	158
2020 Q4	$352K	Hold	3,430	–	–	0.09%	148
2020 Q3	$296K	Buy	3,430 +520	+18%	+$43.9K	0.09%	147
2020 Q2	$230K	Sell	2,910 -500	-15%	-$36.3K	0.06%	167
2020 Q1	$207K	Hold	3,410	–	–	0.07%	114
2019 Q4	$260K	Buy	+3,410	New	+$250K	0.07%	90

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

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

FCAS

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

True North Advisors's IWP Position: Q4 2025 in Review

True North Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 3,180 shares — an estimated $453K sold.

True North Advisors first reported a position in IWP in Q4 2019 and held it in 18 quarters. The position peaked at $453K in Q3 2025. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

True North Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
True North Advisors sold 3,180 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $453K.
True North Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 18 quarters.
True North Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $453K in Q3 2025.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on True North Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.