Tucker Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Tucker Asset 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
2025 Q4	$112K	Buy	+816	New	+$114K	0.03%	177
2024 Q2	–	Sell	-73	Closed	-$8.33K	–	1736
2024 Q1	$8.33K	Buy	73 +17	+30%	+$1.84K	﹤0.01%	928
2023 Q4	$5.85K	Sell	56 -31	-36%	-$2.94K	﹤0.01%	847
2023 Q3	$7.95K	Sell	87 -105	-55%	-$10K	﹤0.01%	711
2023 Q2	$18.6K	Buy	192 +184	+2,300%	+$16.8K	0.01%	415
2023 Q1	$728	Hold	8	–	–	﹤0.01%	1025
2022 Q4	$672	Hold	8	–	–	﹤0.01%	683
2022 Q3	$677	Hold	8	–	–	﹤0.01%	708
2022 Q2	$634	Sell	8 -16	-67%	-$1.39K	﹤0.01%	576
2022 Q1	$2.41K	Buy	24 +10	+71%	+$996	﹤0.01%	401
2021 Q4	$1.62K	Hold	14	–	–	﹤0.01%	374
2021 Q3	$1.68K	Buy	+14	New	+$1.61K	﹤0.01%	299

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

Tucker Asset Management's IWP Position: Q4 2025 in Review

Tucker Asset Management opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025: 816 shares worth $112K. The stake represents 0.03% of the portfolio and ranks #177 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in IWP as recently as Q1 2024.

Tucker Asset Management first reported a position in IWP in Q3 2021 and has held it in 12 quarters since. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Tucker Asset Management held 816 shares of iShares Russell Mid-Cap Growth ETF worth $112K as of Q4 2025.
iShares Russell Mid-Cap Growth ETF was a new Tucker Asset Management position in Q4 2025.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Tucker Asset Management's portfolio in Q4 2025, its #177 holding.
Tucker Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and has held it in 12 quarters since.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.