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Vista Investment Partners II’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Vista Investment Partners II’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
-2,389
Closed -$340K – 156
2025
Q3 		$340K Buy
+2,389
New +$338K 0.16% 105

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Vista Investment Partners II's IWP Position: Q4 2025 in Review

Vista Investment Partners II sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 2,389 shares — an estimated $340K sold.

Vista Investment Partners II first reported a position in IWP in Q3 2025 and held it in 1 quarter. The position peaked at $340K in Q3 2025. 1,230 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • Vista Investment Partners II reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Vista Investment Partners II sold 2,389 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $340K.
  • Vista Investment Partners II first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Vista Investment Partners II's iShares Russell Mid-Cap Growth ETF position peaked at $340K in Q3 2025.
  • 1,230 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Vista Investment Partners II's 13F filing for Q4 2025, filed 22 Jan 2026.