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Advisor OS’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Advisor OS’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
-2,506
Closed -$286K – 402
2024
Q1 		$286K Buy
+2,506
New +$271K 0.03% 317
2020
Q3 		– Sell
-79,268
Closed -$6.27M – 127
2020
Q2 		$6.27M Buy
+79,268
New +$5.75M 3.74% 6

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor OS's IWP Position: Q2 2024 in Review

Advisor OS sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 2,506 shares — an estimated $286K sold.

Advisor OS first reported a position in IWP in Q2 2020 and held it in 2 quarters. The position peaked at $6.27M in Q2 2020. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

  • Advisor OS reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Advisor OS sold 2,506 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $286K.
  • Advisor OS first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and held it in 2 quarters.
  • Advisor OS's iShares Russell Mid-Cap Growth ETF position peaked at $6.27M in Q2 2020.
  • 1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on Advisor OS's 13F filing for Q2 2024, filed 5 Aug 2024.