WP
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WMS Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WMS Partners’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
-1,806
Closed -$229K – 142
2024
Q4 		$229K Hold
1,806
– – 0.01% 269
2024
Q3 		$212K Buy
+1,806
New +$202K 0.01% 270
2024
Q2 		– Sell
-1,826
Closed -$208K – 275
2024
Q1 		$208K Sell
1,826
-197
-10% -$21.3K 0.01% 256
2023
Q4 		$211K Sell
2,023
-529
-21% -$50.1K 0.02% 245
2023
Q3 		$233K Hold
2,552
– – 0.02% 236
2023
Q2 		$247K Buy
+2,552
New +$233K 0.02% 249

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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WMS Partners's IWP Position: Q1 2025 in Review

WMS Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 1,806 shares — an estimated $229K sold.

WMS Partners first reported a position in IWP in Q2 2023 and held it in 6 quarters. The position peaked at $247K in Q2 2023. 1,085 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

  • WMS Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 1,806 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $229K.
  • WMS Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and held it in 6 quarters.
  • WMS Partners's iShares Russell Mid-Cap Growth ETF position peaked at $247K in Q2 2023.
  • 1,085 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.