9WM
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9258 Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

9258 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
Q3 		$5.37M Buy
45,800
+105
+0.2% +$11.7K 0.79% 26
2024
Q2 		$5.04M Sell
45,695
-3,275
-7% -$360K 0.78% 25
2024
Q1 		$5.59M Buy
48,970
+1,073
+2% +$116K 0.87% 23
2023
Q4 		$5M Buy
47,897
+4,375
+10% +$415K 0.88% 23
2023
Q3 		$3.98M Buy
43,522
+8,706
+25% +$832K 0.77% 27
2023
Q2 		$3.36M Buy
34,816
+31,278
+884% +$2.85M 0.63% 34
2023
Q1 		$322K Hold
3,538
– – 0.07% 243
2022
Q4 		$296K Sell
3,538
-330
-9% -$27.8K 0.06% 254
2022
Q3 		$303K Sell
3,868
-65
-2% -$5.59K 0.08% 237
2022
Q2 		$312K Sell
3,933
-124
-3% -$10.8K 0.08% 241
2022
Q1 		$408K Sell
4,057
-13
-0.3% -$1.29K 0.09% 222
2021
Q4 		$469K Buy
4,070
+122
+3% +$14.2K 0.11% 205
2021
Q3 		$442K Sell
3,948
-11
-0.3% -$1.26K 0.12% 191
2021
Q2 		$448K Buy
3,959
+17
+0.4% +$1.82K 0.12% 193
2021
Q1 		$402K Hold
3,942
– – 0.12% 188
2020
Q4 		$405K Buy
3,942
+1,130
+40% +$108K 0.13% 176
2020
Q3 		$243K Hold
2,812
– – 0.09% 235
2020
Q2 		$222K Buy
+2,812
New +$204K 0.09% 245
2020
Q1 		– Sell
-2,748
Closed -$210K – 293
2019
Q4 		$210K Buy
+2,748
New +$201K 0.08% 276

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
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

9258 Wealth Management's IWP Position: Q3 2024 in Review

9258 Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.23% in Q3 2024, buying an estimated $11.7K and bringing the position to 45,800 shares worth $5.37M. The position accounts for 0.79% of the portfolio, ranked #26.

9258 Wealth Management first reported a position in IWP in Q4 2019 and has held it in 19 quarters since. The position peaked at $5.59M in Q1 2024. 1,017 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

  • 9258 Wealth Management held 45,800 shares of iShares Russell Mid-Cap Growth ETF worth $5.37M as of Q3 2024.
  • 9258 Wealth Management bought 105 iShares Russell Mid-Cap Growth ETF shares in Q3 2024, an estimated $11.7K.
  • iShares Russell Mid-Cap Growth ETF made up 0.79% of 9258 Wealth Management's portfolio in Q3 2024, its #26 holding.
  • 9258 Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 19 quarters since.
  • 9258 Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $5.59M in Q1 2024.
  • 1,017 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.