Braun-Bostich & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Braun-Bostich & Associates’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 Q2	–	Sell	-2,854	Closed	-$326K	–	127
2024 Q1	$326K	Hold	2,854	–	–	0.27%	86
2023 Q4	$298K	Buy	+2,854	New	+$271K	0.27%	93
2022 Q2	–	Sell	-2,160	Closed	-$217K	–	72
2022 Q1	$217K	Buy	+2,160	New	+$215K	0.47%	65
2021 Q4	–	Sell	-2,160	Closed	-$242K	–	127
2021 Q3	$242K	Hold	2,160	–	–	0.46%	60
2021 Q2	$245K	Sell	2,160 -607	-22%	-$64.8K	0.45%	56
2021 Q1	$282K	Sell	2,767 -3,012	-52%	-$315K	0.54%	50
2020 Q4	$593K	Sell	5,779 -47,067	-89%	-$4.48M	1.19%	26
2020 Q3	$4.57M	Sell	52,846 -26,344	-33%	-$2.22M	4.54%	5
2020 Q2	$6.26M	Sell	79,190 -2	-0%	-$145	6.11%	4
2020 Q1	$4.6M	Sell	79,192 -6,694	-8%	-$488K	5.86%	3
2019 Q4	$6.62M	Buy	85,886 +4,646	+6%	+$341K	6.52%	3
2019 Q3	$5.74M	Buy	81,240 +4,606	+6%	+$331K	6.67%	3
2019 Q2	$5.46M	Buy	76,634 +23,514	+44%	+$1.64M	5.71%	3
2019 Q1	$3.6M	Buy	+53,120	New	+$3.41M	3.75%	4

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Braun-Bostich & Associates's IWP Position: Q2 2024 in Review

Braun-Bostich & Associates sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 2,854 shares — an estimated $326K sold.

Braun-Bostich & Associates first reported a position in IWP in Q1 2019 and held it in 14 quarters. The position peaked at $6.62M in Q4 2019. 1,015 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

Braun-Bostich & Associates reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Braun-Bostich & Associates sold 2,854 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $326K.
Braun-Bostich & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and held it in 14 quarters.
Braun-Bostich & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $6.62M in Q4 2019.
1,015 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on Braun-Bostich & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.