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C2C Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

C2C 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
Q4 		– Sell
-2,213
Closed -$264K – 89
2024
Q3 		$264K Hold
2,213
– – 0.25% 73
2024
Q2 		$244K Hold
2,213
– – 0.24% 77
2024
Q1 		$253K Hold
2,213
– – 0.25% 76
2023
Q4 		$233K Buy
+2,213
New +$210K 0.2% 98
2022
Q1 		– Sell
-1,763
Closed -$203K – 217
2021
Q4 		$203K Buy
+1,763
New +$206K 0.03% 209

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

C2C Wealth Management's IWP Position: Q4 2024 in Review

C2C Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2024, closing a stake of 2,213 shares — an estimated $264K sold.

C2C Wealth Management first reported a position in IWP in Q4 2021 and held it in 5 quarters. The position peaked at $264K in Q3 2024. 1,135 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

  • C2C Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • C2C Wealth Management sold 2,213 iShares Russell Mid-Cap Growth ETF shares in Q4 2024, an estimated $264K.
  • C2C Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 5 quarters.
  • C2C Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $264K in Q3 2024.
  • 1,135 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on C2C Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.