CAG
IWP icon

Crestwood Advisors Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Crestwood Advisors Group’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
2023
Q4 		– Sell
-2,341
Closed -$214K – 408
2023
Q3 		$214K Buy
+2,341
New +$224K 0.01% 338
2017
Q2 		– Sell
-788
Closed -$42K – 297
2017
Q1 		$42K Buy
+788
New +$40.2K ﹤0.01% 280

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Crestwood Advisors Group's IWP Position: Q4 2023 in Review

Crestwood Advisors Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2023, closing a stake of 2,341 shares — an estimated $214K sold.

Crestwood Advisors Group first reported a position in IWP in Q1 2017 and held it in 2 quarters. The position peaked at $214K in Q3 2023. 1,013 funds tracked by Wall St. Rank hold IWP as of Q4 2023.

  • Crestwood Advisors Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Crestwood Advisors Group sold 2,341 iShares Russell Mid-Cap Growth ETF shares in Q4 2023, an estimated $214K.
  • Crestwood Advisors Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2017 and held it in 2 quarters.
  • Crestwood Advisors Group's iShares Russell Mid-Cap Growth ETF position peaked at $214K in Q3 2023.
  • 1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2023.

Based on Crestwood Advisors Group's 13F filing for Q4 2023, filed 29 Jan 2024.