All Season Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

All Season Financial 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
2024 Q2	–	Sell	-29,991	Closed	-$3.42M	–	104
2024 Q1	$3.42M	Buy	+29,991	New	+$3.24M	2.84%	11
2023 Q2	–	Sell	-39,785	Closed	-$3.62M	–	113
2023 Q1	$3.62M	Buy	+39,785	New	+$3.55M	3.28%	7
2021 Q3	–	Sell	-33,565	Closed	-$3.8M	–	140
2021 Q2	$3.8M	Buy	+33,565	New	+$3.58M	2.72%	9

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

All Season Financial Advisors's IWP Position: Q2 2024 in Review

All Season Financial Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 29,991 shares — an estimated $3.42M sold.

All Season Financial Advisors first reported a position in IWP in Q2 2021 and held it in 3 quarters. The position peaked at $3.8M in Q2 2021. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

All Season Financial Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
All Season Financial Advisors sold 29,991 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $3.42M.
All Season Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and held it in 3 quarters.
All Season Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $3.8M in Q2 2021.
1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on All Season Financial Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.