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

Baker Tilly 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 Q1	–	Sell	-2,668	Closed	-$279K	–	443
2023 Q4	$279K	Hold	2,668	–	–	0.05%	397
2023 Q3	$244K	Hold	2,668	–	–	0.04%	403
2023 Q2	$258K	Hold	2,668	–	–	0.03%	475
2023 Q1	$243K	Hold	2,668	–	–	0.03%	486
2022 Q4	$223K	Sell	2,668 -313	-10%	-$26.3K	0.03%	494
2022 Q3	$234K	Buy	2,981 +127	+4%	+$10.9K	0.03%	450
2022 Q2	$226K	Sell	2,854 -150	-5%	-$13.1K	0.03%	455
2022 Q1	$302K	Hold	3,004	–	–	0.03%	427
2021 Q4	$346K	Hold	3,004	–	–	0.04%	409
2021 Q3	$337K	Sell	3,004 -80	-3%	-$9.2K	0.04%	396
2021 Q2	$349K	Sell	3,084 -430	-12%	-$45.9K	0.06%	364
2021 Q1	$359K	Sell	3,514 -580	-14%	-$60.6K	0.07%	314
2020 Q4	$420K	Buy	+4,094	New	+$390K	0.13%	173

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 $71.6B AUM 21.08% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baker Tilly Wealth Management's IWP Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2024, closing a stake of 2,668 shares — an estimated $279K sold.

Baker Tilly Wealth Management first reported a position in IWP in Q4 2020 and held it in 13 quarters. The position peaked at $420K in Q4 2020. 1,037 funds tracked by Wall St. Rank hold IWP as of Q1 2024.

Baker Tilly Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,668 iShares Russell Mid-Cap Growth ETF shares in Q1 2024, an estimated $279K.
Baker Tilly Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 13 quarters.
Baker Tilly Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $420K in Q4 2020.
1,037 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.