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 New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $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.