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Capital Performance Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Capital Performance Advisors’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
-200
Closed -$23.5K – 1410
2024
Q3 		$23.5K Buy
+200
New +$22.4K 0.01% 559

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 $71.6B AUM 21.08% 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

Capital Performance Advisors's IWP Position: Q4 2024 in Review

Capital Performance Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2024, closing a stake of 200 shares — an estimated $23.5K sold.

Capital Performance Advisors first reported a position in IWP in Q3 2024 and held it in 1 quarter. The position peaked at $23.5K in Q3 2024. 1,134 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

  • Capital Performance Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 200 iShares Russell Mid-Cap Growth ETF shares in Q4 2024, an estimated $23.5K.
  • Capital Performance Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $23.5K in Q3 2024.
  • 1,134 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.