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American Family Insurance Mutual Holding’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

American Family Insurance Mutual Holding’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 		$75.5M Sell
661,459
-93,289
-12% -$10.1M 6.49% 5
2023
Q4 		$78.8M Hold
754,748
– – 5.76% 5
2023
Q3 		$68.9M Buy
754,748
+7,085
+0.9% +$677K 5.36% 5
2023
Q2 		$72.2M Sell
747,663
-389,537
-34% -$35.5M 5.45% 5
2023
Q1 		$104M Sell
1,137,200
-1,287,692
-53% -$115M 7.42% 3
2022
Q4 		$203M Sell
2,424,892
-117,100
-5% -$9.86M 17.95% 2
2022
Q3 		$199M Buy
2,541,992
+668,520
+36% +$57.5M 10.85% 2
2022
Q2 		$148M Hold
1,873,472
– – 7.27% 3
2022
Q1 		$188M Sell
1,873,472
-39,846
-2% -$3.97M 7.55% 3
2021
Q4 		$220M Hold
1,913,318
– – 7.82% 5
2021
Q3 		$214M Hold
1,913,318
– – 7.5% 5
2021
Q2 		$217M Sell
1,913,318
-477,400
-20% -$51M 10.21% 4
2021
Q1 		$244M Sell
2,390,718
-386,498
-14% -$40.4M 14.4% 4
2020
Q4 		$285M Hold
2,777,216
– – 18.06% 2
2020
Q3 		$240M Sell
2,777,216
-97,652
-3% -$8.24M 15.2% 2
2020
Q2 		$227M Buy
2,874,868
+254,534
+10% +$18.5M 18.79% 2
2020
Q1 		$159M Buy
+2,620,334
New +$191M 45.3% 2

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 $1.69B AUM 19.12% 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 $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $424B AUM 22.96% 1-Year Est. Return

American Family Insurance Mutual Holding's IWP Position: Q1 2024 in Review

American Family Insurance Mutual Holding reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 12% in Q1 2024, selling an estimated $10.1M and leaving 661,459 shares worth $75.5M. The position accounts for 6.49% of the portfolio, ranked #5.

American Family Insurance Mutual Holding first reported a position in IWP in Q1 2020 and has held it in 17 quarters since. The position peaked at $285M in Q4 2020. 1,039 funds tracked by Wall St. Rank hold IWP as of Q1 2024.

  • American Family Insurance Mutual Holding held 661,459 shares of iShares Russell Mid-Cap Growth ETF worth $75.5M as of Q1 2024.
  • American Family Insurance Mutual Holding sold 93,289 iShares Russell Mid-Cap Growth ETF shares in Q1 2024, an estimated $10.1M.
  • iShares Russell Mid-Cap Growth ETF made up 6.49% of American Family Insurance Mutual Holding's portfolio in Q1 2024, its #5 holding.
  • American Family Insurance Mutual Holding first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 17 quarters since.
  • American Family Insurance Mutual Holding's iShares Russell Mid-Cap Growth ETF position peaked at $285M in Q4 2020.
  • 1,039 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2024.

Based on American Family Insurance Mutual Holding's 13F filing for Q1 2024, filed 15 May 2024.