Von Berge Wealth Management Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Von Berge Wealth Management 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 Q3	–	Sell	-1,800	Closed	-$252K	–	19
2025 Q2	$252K	Hold	1,800	–	–	0.14%	56
2025 Q1	$215K	Hold	1,800	–	–	0.14%	58
2024 Q4	$245K	Hold	1,800	–	–	0.15%	55
2024 Q3	$228K	Buy	+1,800	New	+$201K	0.14%	59
2024 Q2	–	Sell	-1,800	Closed	-$205K	–	69
2024 Q1	$205K	Buy	+1,800	New	+$195K	0.13%	66

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Von Berge Wealth Management Group's IWP Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 1,800 shares — an estimated $252K sold.

Von Berge Wealth Management Group first reported a position in IWP in Q1 2024 and held it in 5 quarters. The position peaked at $252K in Q2 2025. 1,161 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

Von Berge Wealth Management Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 1,800 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $252K.
Von Berge Wealth Management Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and held it in 5 quarters.
Von Berge Wealth Management Group's iShares Russell Mid-Cap Growth ETF position peaked at $252K in Q2 2025.
1,161 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.