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

Van Hulzen 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 Q1	–	Sell	-16	Closed	-$2.01K	–	702
2024 Q4	$2.01K	Buy	+16	New	+$2.03K	﹤0.01%	927
2020 Q1	–	Sell	-2,994	Closed	-$228K	–	271
2019 Q4	$228K	Buy	2,994 +68	+2%	+$4.99K	0.04%	247
2019 Q3	$207K	Buy	+2,926	New	+$210K	0.04%	250

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Van Hulzen Asset Management's IWP Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 16 shares — an estimated $2.01K sold.

Van Hulzen Asset Management first reported a position in IWP in Q3 2019 and held it in 3 quarters. The position peaked at $228K in Q4 2019. 1,090 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Van Hulzen Asset Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 16 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $2.01K.
Van Hulzen Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2019 and held it in 3 quarters.
Van Hulzen Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $228K in Q4 2019.
1,090 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.