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Charles D. Hyman’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Charles D. Hyman’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 		$234K Hold
2,117
– – 0.01% 229
2024
Q1 		$242K Hold
2,117
– – 0.01% 229
2023
Q4 		$221K Buy
+2,117
New +$201K 0.01% 230

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Charles D. Hyman's IWP Position: Q2 2024 in Review

Charles D. Hyman held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2024 at 2,117 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #229.

Charles D. Hyman first reported a position in IWP in Q4 2023 and has held it in 3 quarters since. The position peaked at $242K in Q1 2024. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

  • Charles D. Hyman held 2,117 shares of iShares Russell Mid-Cap Growth ETF worth $234K as of Q2 2024.
  • Charles D. Hyman left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2024.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Charles D. Hyman's portfolio in Q2 2024, its #229 holding.
  • Charles D. Hyman first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • Charles D. Hyman's iShares Russell Mid-Cap Growth ETF position peaked at $242K in Q1 2024.
  • 1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.