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Alpine Global Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Alpine Global 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
Q1 		– Sell
-27,498
Closed -$2.87M – 237
2023
Q4 		$2.87M Buy
+27,498
New +$2.61M 0.78% 27
2023
Q3 		– Sell
-20,596
Closed -$1.99M – 197
2023
Q2 		$1.99M Buy
+20,596
New +$1.88M 0.55% 43

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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

Alpine Global Management's IWP Position: Q1 2024 in Review

Alpine Global Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2024, closing a stake of 27,498 shares — an estimated $2.87M sold.

Alpine Global Management first reported a position in IWP in Q2 2023 and held it in 2 quarters. The position peaked at $2.87M in Q4 2023. 1,037 funds tracked by Wall St. Rank hold IWP as of Q1 2024.

  • Alpine Global Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Alpine Global Management sold 27,498 iShares Russell Mid-Cap Growth ETF shares in Q1 2024, an estimated $2.87M.
  • Alpine Global Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and held it in 2 quarters.
  • Alpine Global Management's iShares Russell Mid-Cap Growth ETF position peaked at $2.87M in Q4 2023.
  • 1,037 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2024.

Based on Alpine Global Management's 13F filing for Q1 2024, filed 15 May 2024.