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

Baystate 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
2023 Q4	$1.73M	Buy	16,545 +961	+6%	+$91.1K	0.13%	67
2023 Q3	$1.42M	Buy	15,584 +344	+2%	+$32.9K	0.12%	68
2023 Q2	$1.47M	Buy	15,240 +808	+6%	+$73.6K	0.12%	68
2023 Q1	$1.31M	Buy	14,432 +2,524	+21%	+$225K	0.11%	72
2022 Q4	$996K	Buy	11,908 +452	+4%	+$38K	0.09%	98
2022 Q3	$899K	Sell	11,456 -780	-6%	-$67.1K	0.09%	87
2022 Q2	$969K	Buy	12,236 +8,339	+214%	+$726K	0.09%	82
2022 Q1	$392K	Buy	3,897 +3,376	+648%	+$336K	0.03%	133
2021 Q4	$60K	Sell	521 -84	-14%	-$9.79K	0.01%	298
2021 Q3	$68K	Buy	605 +53	+10%	+$6.1K	0.01%	257
2021 Q2	$63K	Buy	+552	New	+$59K	0.01%	255
2019 Q2	–	Sell	-70	Closed	-$5K	–	659
2019 Q1	$5K	Hold	70	–	–	﹤0.01%	436
2018 Q4	$4K	Buy	+70	New	+$4.26K	﹤0.01%	456

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

Baystate Wealth Management's IWP Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.2% in Q4 2023, buying an estimated $91.1K and bringing the position to 16,545 shares worth $1.73M. The position accounts for 0.13% of the portfolio, ranked #67.

Baystate Wealth Management first reported a position in IWP in Q4 2018 and has held it in 13 quarters since. 1,013 funds tracked by Wall St. Rank hold IWP as of Q4 2023.

Baystate Wealth Management held 16,545 shares of iShares Russell Mid-Cap Growth ETF worth $1.73M as of Q4 2023.
Baystate Wealth Management bought 961 iShares Russell Mid-Cap Growth ETF shares in Q4 2023, an estimated $91.1K.
iShares Russell Mid-Cap Growth ETF made up 0.13% of Baystate Wealth Management's portfolio in Q4 2023, its #67 holding.
Baystate Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 13 quarters since.
1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.