AlphaMark Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

AlphaMark 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 Q4	$59K	Hold	466	–	–	0.03%	230
2024 Q3	$55K	Hold	466	–	–	0.02%	328
2024 Q2	$51K	Hold	466	–	–	0.02%	341
2024 Q1	$53K	Hold	466	–	–	0.02%	336
2023 Q4	$49K	Buy	+466	New	+$44.2K	0.02%	346
2020 Q4	–	Sell	-200	Closed	-$17K	–	539
2020 Q3	$17K	Hold	200	–	–	0.01%	297
2020 Q2	$16K	Hold	200	–	–	0.01%	305
2020 Q1	$12K	Hold	200	–	–	0.01%	284
2019 Q4	$15K	Hold	200	–	–	0.01%	294
2019 Q3	$14K	Hold	200	–	–	0.01%	299
2019 Q2	$14K	Hold	200	–	–	0.01%	306
2019 Q1	$14K	Hold	200	–	–	0.01%	300
2018 Q4	$11K	Hold	200	–	–	0.01%	303
2018 Q3	$14K	Sell	200 -610	-75%	-$40.6K	0.01%	319
2018 Q2	$51K	Buy	+810	New	+$51K	0.02%	217
2017 Q3	–	Sell	-90	Closed	-$5K	–	520
2017 Q2	$5K	Buy	+90	New	+$4.79K	﹤0.01%	417
2013 Q4	–	Sell	-180	Closed	-$7K	–	296
2013 Q3	$7K	Hold	180	–	–	﹤0.01%	266
2013 Q2	$6K	Buy	+180	New	+$6.43K	﹤0.01%	329

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 $79.5B AUM 27.1% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlphaMark Advisors's IWP Position: Q4 2024 in Review

AlphaMark Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2024 at 466 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #230.

AlphaMark Advisors first reported a position in IWP in Q2 2013 and has held it in 18 quarters since. 1,135 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

AlphaMark Advisors held 466 shares of iShares Russell Mid-Cap Growth ETF worth $59K as of Q4 2024.
AlphaMark Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2024.
iShares Russell Mid-Cap Growth ETF made up 0.03% of AlphaMark Advisors's portfolio in Q4 2024, its #230 holding.
AlphaMark Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 18 quarters since.
1,135 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.