Wolf Group Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wolf Group Capital Advisors’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	$1.06M	Buy	8,987 +547	+6%	+$70.3K	0.35%	86
2024 Q4	$816K	Hold	8,440	–	–	0.39%	70
2024 Q3	$816K	Buy	8,440 +776	+10%	+$86.8K	0.39%	71
2024 Q2	$846K	Sell	7,664 -776	-9%	-$85.3K	0.33%	80
2024 Q1	$816K	Hold	8,440	–	–	0.39%	71
2023 Q4	$816K	Buy	8,440 +169	+2%	+$16K	0.39%	71
2023 Q3	$756K	Sell	8,271 -169	-2%	-$16.2K	0.36%	74
2023 Q2	$766K	Sell	8,440 -163	-2%	-$14.9K	0.38%	70
2023 Q1	$783K	Sell	8,603 -2,759	-24%	-$246K	0.39%	70
2022 Q4	$950K	Sell	11,362 -822	-7%	-$69.2K	0.45%	66
2022 Q3	$956K	Hold	12,184	–	–	0.52%	61
2022 Q2	$965K	Buy	12,184 +9,860	+424%	+$859K	0.5%	64
2022 Q1	$234K	Sell	2,324 -4,648	-67%	-$463K	0.12%	98
2021 Q4	$803K	Buy	6,972 +4,648	+200%	+$542K	0.13%	95
2021 Q3	$260K	Hold	2,324	–	–	0.14%	92
2021 Q2	$263K	Hold	2,324	–	–	0.14%	90
2021 Q1	$237K	Hold	2,324	–	–	0.14%	93
2020 Q4	$239K	Hold	2,324	–	–	0.15%	86
2020 Q3	$201K	Buy	+2,324	New	+$196K	0.14%	82

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 $79.5B AUM 27.1% 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

Wolf Group Capital Advisors's IWP Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.5% in Q1 2025, buying an estimated $70.3K and bringing the position to 8,987 shares worth $1.06M. The position accounts for 0.35% of the portfolio, ranked #86.

Wolf Group Capital Advisors first reported a position in IWP in Q3 2020 and has held it in 19 quarters since. 1,086 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Wolf Group Capital Advisors held 8,987 shares of iShares Russell Mid-Cap Growth ETF worth $1.06M as of Q1 2025.
Wolf Group Capital Advisors bought 547 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $70.3K.
iShares Russell Mid-Cap Growth ETF made up 0.35% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #86 holding.
Wolf Group Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 19 quarters since.
1,086 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.