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

WFA 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	-50	Closed	-$6.34K	–	246
2024 Q4	$6.34K	Buy	+50	New	+$6.36K	﹤0.01%	191
2023 Q4	–	Sell	-118	Closed	-$10.8K	–	239
2023 Q3	$10.8K	Hold	118	–	–	0.01%	170
2023 Q2	$11.4K	Hold	118	–	–	0.01%	179
2023 Q1	$10.7K	Buy	+118	New	+$10.5K	0.01%	173

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFA Asset Management's IWP Position: Q1 2025 in Review

WFA Asset Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 50 shares — an estimated $6.34K sold.

WFA Asset Management first reported a position in IWP in Q1 2023 and held it in 4 quarters. The position peaked at $11.4K in Q2 2023. 1,085 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

WFA Asset Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
WFA Asset Management sold 50 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $6.34K.
WFA Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and held it in 4 quarters.
WFA Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $11.4K in Q2 2023.
1,085 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on WFA Asset Management's 13F filing for Q1 2025, filed 14 Apr 2025.