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

BKM 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
-201
Closed -$21K – 366
2023
Q4 		$21K Buy
+201
New +$19.1K 0.01% 374

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 $1.65B AUM 16.63% 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 $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $374B AUM 17.66% 1-Year Est. Return

BKM Wealth Management's IWP Position: Q1 2024 in Review

BKM Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2024, closing a stake of 201 shares — an estimated $21K sold.

BKM Wealth Management first reported a position in IWP in Q4 2023 and held it in 1 quarter. The position peaked at $21K in Q4 2023. 1,037 funds tracked by Wall St. Rank hold IWP as of Q1 2024.

  • BKM Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 201 iShares Russell Mid-Cap Growth ETF shares in Q1 2024, an estimated $21K.
  • BKM Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $21K in Q4 2023.
  • 1,037 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.