1900 Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

1900 Wealth 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 Q2	–	Sell	-2,169	Closed	-$248K	–	229
2024 Q1	$248K	Sell	2,169 -58	-3%	-$6.28K	0.02%	215
2023 Q4	$233K	Sell	2,227 -66	-3%	-$6.26K	0.02%	271
2023 Q3	$210K	Buy	+2,293	New	+$219K	0.02%	284
2023 Q2	–	Sell	-2,365	Closed	-$215K	–	250
2023 Q1	$215K	Buy	+2,365	New	+$211K	0.02%	224
2022 Q4	–	Sell	-2,737	Closed	-$215K	–	237
2022 Q3	$215K	Buy	+2,737	New	+$236K	0.03%	212
2021 Q4	–	Sell	-3,199	Closed	-$359K	–	243
2021 Q3	$359K	Buy	+3,199	New	+$368K	0.03%	179

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

1900 Wealth Management's IWP Position: Q2 2024 in Review

1900 Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 2,169 shares — an estimated $248K sold.

1900 Wealth Management first reported a position in IWP in Q3 2021 and held it in 6 quarters. The position peaked at $359K in Q3 2021. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

1900 Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
1900 Wealth Management sold 2,169 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $248K.
1900 Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and held it in 6 quarters.
1900 Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $359K in Q3 2021.
1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on 1900 Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.