Clarkston Capital Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Clarkston Capital Partners’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	–	Sell	-587	Closed	-$67K	–	156
2024 Q1	$67K	Hold	587	–	–	﹤0.01%	146
2023 Q4	$61.3K	Hold	587	–	–	﹤0.01%	146
2023 Q3	$53.6K	Hold	587	–	–	﹤0.01%	147
2023 Q2	$56.7K	Hold	587	–	–	﹤0.01%	151
2023 Q1	$53.4K	Buy	587 +1	+0.2%	+$89	﹤0.01%	154
2022 Q4	$49K	Hold	586	–	–	﹤0.01%	166
2022 Q3	$46K	Hold	586	–	–	﹤0.01%	165
2022 Q2	$46K	Hold	586	–	–	﹤0.01%	175
2022 Q1	$59K	Hold	586	–	–	﹤0.01%	182
2021 Q4	$68K	Hold	586	–	–	﹤0.01%	167
2021 Q3	$66K	Hold	586	–	–	﹤0.01%	160
2021 Q2	$66K	Hold	586	–	–	﹤0.01%	158
2021 Q1	$60K	Sell	586 -254	-30%	-$26.6K	﹤0.01%	157
2020 Q4	$86K	Hold	840	–	–	﹤0.01%	120
2020 Q3	$73K	Hold	840	–	–	﹤0.01%	109
2020 Q2	$66K	Buy	+840	New	+$60.9K	﹤0.01%	102
2020 Q1	–	Sell	-840	Closed	-$64K	–	116
2019 Q4	$64K	Buy	+840	New	+$61.6K	﹤0.01%	105

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clarkston Capital Partners's IWP Position: Q2 2024 in Review

Clarkston Capital Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 587 shares — an estimated $67K sold.

Clarkston Capital Partners first reported a position in IWP in Q4 2019 and held it in 17 quarters. The position peaked at $86K in Q4 2020. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

Clarkston Capital Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Clarkston Capital Partners sold 587 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $67K.
Clarkston Capital Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 17 quarters.
Clarkston Capital Partners's iShares Russell Mid-Cap Growth ETF position peaked at $86K in Q4 2020.
1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on Clarkston Capital Partners's 13F filing for Q2 2024, filed 14 Aug 2024.