Aprio Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Aprio Wealth 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 Q3	–	Sell	-1,886	Closed	-$208K	–	294
2024 Q2	$208K	Sell	1,886 -661	-26%	-$72.6K	0.04%	236
2024 Q1	$291K	Sell	2,547 -8,701	-77%	-$941K	0.06%	159
2023 Q4	$1.17M	Sell	11,248 -1,362	-11%	-$129K	0.26%	47
2023 Q3	$1.15M	Buy	12,610 +497	+4%	+$47.5K	0.32%	42
2023 Q2	$1.17M	Buy	+12,113	New	+$1.1M	0.32%	39
2021 Q4	–	Sell	-27,047	Closed	-$3.03M	–	79
2021 Q3	$3.03M	Buy	+27,047	New	+$3.11M	1.38%	18
2020 Q4	$2.39M	Buy	+23,292	New	+$2.22M	1.58%	15
2020 Q3	–	Sell	-8,890	Closed	-$703K	–	72
2020 Q2	$703K	Buy	+8,890	New	+$645K	0.68%	31
2020 Q1	–	Sell	-34,228	Closed	-$2.61M	–	70
2019 Q4	$2.61M	Buy	+34,228	New	+$2.51M	1.92%	13

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Aprio Wealth Management's IWP Position: Q3 2024 in Review

Aprio Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2024, closing a stake of 1,886 shares — an estimated $208K sold.

Aprio Wealth Management first reported a position in IWP in Q4 2019 and held it in 9 quarters. The position peaked at $3.03M in Q3 2021. 1,018 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

Aprio Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Aprio Wealth Management sold 1,886 iShares Russell Mid-Cap Growth ETF shares in Q3 2024, an estimated $208K.
Aprio Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 9 quarters.
Aprio Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $3.03M in Q3 2021.
1,018 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

Based on Aprio Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.