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

Cassady Schiller 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	$851K	Sell	6,714 -490	-7%	-$62.3K	0.31%	50
2024 Q3	$845K	Hold	7,204	–	–	0.31%	50
2024 Q2	$795K	Sell	7,204 -1,068	-13%	-$117K	0.32%	50
2024 Q1	$944K	Hold	8,272	–	–	0.42%	42
2023 Q4	$864K	Buy	8,272 +1	+0%	+$95	0.43%	41
2023 Q3	$756K	Buy	8,271 +537	+7%	+$51.3K	0.42%	45
2023 Q2	$747K	Hold	7,734	–	–	0.41%	46
2023 Q1	$704K	Sell	7,734 -961	-11%	-$85.8K	0.33%	48
2022 Q4	$727K	Buy	8,695 +5,079	+140%	+$427K	0.45%	47
2022 Q3	$284K	Sell	3,616 -40	-1%	-$3.44K	0.16%	85
2022 Q2	$290K	Sell	3,656 -1,514	-29%	-$132K	0.15%	77
2022 Q1	$520K	Buy	5,170 +5	+0.1%	+$498	0.25%	59
2021 Q4	$595K	Buy	+5,165	New	+$602K	0.36%	48

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cassady Schiller Wealth Management's IWP Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.8% in Q4 2024, selling an estimated $62.3K and leaving 6,714 shares worth $851K. The position accounts for 0.31% of the portfolio, ranked #50.

Cassady Schiller Wealth Management first reported a position in IWP in Q4 2021 and has held it in 13 quarters since. The position peaked at $944K in Q1 2024. 1,134 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

Cassady Schiller Wealth Management held 6,714 shares of iShares Russell Mid-Cap Growth ETF worth $851K as of Q4 2024.
Cassady Schiller Wealth Management sold 490 iShares Russell Mid-Cap Growth ETF shares in Q4 2024, an estimated $62.3K.
iShares Russell Mid-Cap Growth ETF made up 0.31% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #50 holding.
Cassady Schiller Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $944K in Q1 2024.
1,134 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.