Chevy Chase Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Chevy Chase Trust’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
2025 Q1	–	Sell	-1,832	Closed	-$232K	–	643
2024 Q4	$232K	Buy	+1,832	New	+$233K	﹤0.01%	620
2022 Q1	–	Sell	-3,375	Closed	-$389K	–	661
2021 Q4	$389K	Hold	3,375	–	–	﹤0.01%	630
2021 Q3	$378K	Hold	3,375	–	–	﹤0.01%	615
2021 Q2	$382K	Sell	3,375 -1,404	-29%	-$150K	﹤0.01%	619
2021 Q1	$488K	Buy	+4,779	New	+$500K	﹤0.01%	607
2020 Q1	–	Sell	-3,068	Closed	-$234K	–	818
2019 Q4	$234K	Hold	3,068	–	–	﹤0.01%	653
2019 Q3	$217K	Hold	3,068	–	–	﹤0.01%	634
2019 Q2	$219K	Hold	3,068	–	–	﹤0.01%	638
2019 Q1	$217K	Sell	3,068 -530	-15%	-$34K	﹤0.01%	642
2018 Q4	$205K	Buy	3,598 +528	+17%	+$32.1K	﹤0.01%	655
2018 Q3	$208K	Sell	3,070 -240	-7%	-$16K	﹤0.01%	643
2018 Q2	$210K	Buy	+3,310	New	+$208K	﹤0.01%	650
2015 Q1	–	Sell	-4,654	Closed	-$217K	–	697
2014 Q4	$217K	Hold	4,654	–	–	﹤0.01%	658
2014 Q3	$206K	Buy	+4,654	New	+$208K	﹤0.01%	668

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Chevy Chase Trust's IWP Position: Q1 2025 in Review

Chevy Chase Trust sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 1,832 shares — an estimated $232K sold.

Chevy Chase Trust first reported a position in IWP in Q3 2014 and held it in 14 quarters. The position peaked at $488K in Q1 2021. 1,089 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Chevy Chase Trust reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Chevy Chase Trust sold 1,832 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $232K.
Chevy Chase Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2014 and held it in 14 quarters.
Chevy Chase Trust's iShares Russell Mid-Cap Growth ETF position peaked at $488K in Q1 2021.
1,089 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Chevy Chase Trust's 13F filing for Q1 2025, filed 23 Apr 2025.