1832 Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

1832 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
2024 Q3	–	Sell	-749	Closed	-$82.7K	–	786
2024 Q2	$82.7K	Buy	+749	New	+$82.3K	﹤0.01%	677
2024 Q1	–	Sell	-768	Closed	-$80.2K	–	920
2023 Q4	$80.2K	Hold	768	–	–	﹤0.01%	668
2023 Q3	$70.2K	Hold	768	–	–	﹤0.01%	678
2023 Q2	$74.2K	Hold	768	–	–	﹤0.01%	683
2023 Q1	$69.9K	Hold	768	–	–	﹤0.01%	712
2022 Q4	$64.2K	Buy	+768	New	+$64.6K	﹤0.01%	747
2022 Q2	–	Sell	-768	Closed	-$77K	–	907
2022 Q1	$77K	Buy	+768	New	+$76.5K	﹤0.01%	765

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

1832 Asset Management's IWP Position: Q3 2024 in Review

1832 Asset Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2024, closing a stake of 749 shares — an estimated $82.7K sold.

1832 Asset Management first reported a position in IWP in Q1 2022 and held it in 7 quarters. The position peaked at $82.7K in Q2 2024. 1,017 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

1832 Asset Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
1832 Asset Management sold 749 iShares Russell Mid-Cap Growth ETF shares in Q3 2024, an estimated $82.7K.
1832 Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and held it in 7 quarters.
1832 Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $82.7K in Q2 2024.
1,017 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

Based on 1832 Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.