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Citadel Advisors’s
iShares Russell Mid-Cap Growth ETF
IWP
Stock Holding History
Citadel Advisors’s Portfolio
IWP Stock Details
IWP Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$743K
Buy
5,800
+1,100
+23%
+$149K
﹤0.01%
8378
2025
Q4
$644K
Sell
4,700
-13,800
-75%
-$1.93M
﹤0.01%
8406
2025
Q3
$2.63M
Buy
18,500
+14,200
+330%
+$2.01M
﹤0.01%
5529
2025
Q2
$596K
Sell
4,300
-2,200
-34%
-$278K
﹤0.01%
8224
2025
Q1
$764K
Sell
6,500
-400
-6%
-$51.4K
﹤0.01%
7558
2024
Q4
$875K
Buy
6,900
+1,700
+33%
+$216K
﹤0.01%
7332
2024
Q3
$610K
Buy
5,200
+3,800
+271%
+$425K
﹤0.01%
7834
2024
Q2
$154K
Sell
1,400
-500
-26%
-$54.9K
﹤0.01%
10303
2024
Q1
$217K
Hold
1,900
–
–
﹤0.01%
10151
2023
Q4
$198K
Buy
1,900
+1,100
+138%
+$104K
﹤0.01%
9971
2023
Q3
$73.1K
Sell
800
-600
-43%
-$57.4K
﹤0.01%
11280
2023
Q2
$135K
Sell
1,400
-200
-13%
-$18.2K
﹤0.01%
10487
2023
Q1
$146K
Sell
1,600
-16,800
-91%
-$1.5M
﹤0.01%
10681
2022
Q4
$1.54M
Buy
18,400
+7,500
+69%
+$631K
﹤0.01%
5983
2022
Q3
$855K
Sell
10,900
-7,000
-39%
-$602K
﹤0.01%
7334
2022
Q2
$1.42M
Sell
17,900
-80,800
-82%
-$7.04M
﹤0.01%
6240
2022
Q1
$9.92M
Buy
98,700
+23,200
+31%
+$2.31M
﹤0.01%
2979
2021
Q4
$8.7M
Sell
75,500
-28,700
-28%
-$3.35M
﹤0.01%
3304
2021
Q3
$11.7M
Buy
104,200
+101,700
+4,068%
+$11.7M
﹤0.01%
2808
2021
Q2
$283K
Sell
2,500
-7,000
-74%
-$748K
﹤0.01%
11407
2021
Q1
$970K
Buy
+9,500
New
+$993K
﹤0.01%
8192
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
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
FCAS
First Command Advisory Services
Fort Worth, Texas
$14.8B AUM
18.11%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
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
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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