VisionPoint Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

VisionPoint Advisory Group’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	-1,554	Closed	-$221K	–	416
2025 Q3	$221K	Sell	1,554 -229	-13%	-$32.4K	0.04%	369
2025 Q2	$247K	Buy	+1,783	New	+$226K	0.05%	308

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

VisionPoint Advisory Group's IWP Position: Q4 2025 in Review

VisionPoint Advisory Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 1,554 shares — an estimated $221K sold.

VisionPoint Advisory Group first reported a position in IWP in Q2 2025 and held it in 2 quarters. The position peaked at $247K in Q2 2025. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

VisionPoint Advisory Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 1,554 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $221K.
VisionPoint Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and held it in 2 quarters.
VisionPoint Advisory Group's iShares Russell Mid-Cap Growth ETF position peaked at $247K in Q2 2025.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on VisionPoint Advisory Group's 13F filing for Q4 2025, filed 12 Jan 2026.