Virtue Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Virtue Capital 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	–	Sell	-14,350	Closed	-$1.41M	–	326
2025 Q3	$1.41M	Buy	14,350 +5,074	+55%	+$717K	0.22%	69
2025 Q2	$1.29M	Sell	9,276 -2,937	-24%	-$372K	0.24%	63
2025 Q1	$1.43M	Buy	12,213 +885	+8%	+$114K	0.17%	102
2024 Q4	$1.44M	Buy	+11,328	New	+$1.44M	0.29%	57
2024 Q2	–	Sell	-17,667	Closed	-$1.95M	–	406
2024 Q1	$1.95M	Sell	17,667 -16,647	-49%	-$1.8M	0.35%	54
2023 Q4	$3.46M	Sell	34,314 -1,887	-5%	-$179K	0.7%	30
2023 Q3	$3.48M	Hold	36,201	–	–	0.59%	32
2023 Q2	$3.48M	Sell	36,201 -11,306	-24%	-$1.03M	0.59%	32
2023 Q1	$4.17M	Buy	+47,507	New	+$4.24M	0.68%	25
2018 Q2	–	Sell	-258	Closed	-$16K	–	331
2018 Q1	$16K	Sell	258 -260	-50%	-$16.2K	0.01%	353
2017 Q4	$31K	Buy	+518	New	+$30.4K	0.02%	271

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

Virtue Capital Management's IWP Position: Q4 2025 in Review

Virtue Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 14,350 shares — an estimated $1.41M sold.

Virtue Capital Management first reported a position in IWP in Q4 2017 and held it in 11 quarters. The position peaked at $4.17M in Q1 2023. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Virtue Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Virtue Capital Management sold 14,350 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $1.41M.
Virtue Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and held it in 11 quarters.
Virtue Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $4.17M in Q1 2023.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Virtue Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.