Dana Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Dana Investment Advisors’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	-4,175	Closed	-$381K	–	435
2023 Q3	$381K	Buy	4,175 +1,012	+32%	+$96.8K	0.02%	344
2023 Q2	$306K	Buy	3,163 +557	+21%	+$50.8K	0.02%	360
2023 Q1	$237K	Hold	2,606	–	–	0.01%	371
2022 Q4	$218K	Sell	2,606 -99	-4%	-$8.33K	0.01%	382
2022 Q3	$212K	Buy	+2,705	New	+$233K	0.01%	383
2022 Q1	–	Sell	-2,930	Closed	-$338K	–	355
2021 Q4	$338K	Sell	2,930 -335	-10%	-$39.1K	0.01%	287
2021 Q3	$366K	Buy	3,265 +1,489	+84%	+$171K	0.02%	270
2021 Q2	$201K	Sell	1,776 -709	-29%	-$75.7K	0.01%	311
2021 Q1	$254K	Sell	2,485 -655	-21%	-$68.5K	0.01%	300
2020 Q4	$322K	Buy	+3,140	New	+$299K	0.02%	261
2017 Q1	–	Sell	-4,858	Closed	-$237K	–	300
2016 Q4	$237K	Buy	+4,858	New	+$234K	0.01%	271
2015 Q4	–	Sell	-4,772	Closed	-$211K	–	283
2015 Q3	$211K	Buy	+4,772	New	+$226K	0.01%	262

Other funds holding IWP

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dana Investment Advisors's IWP Position: Q4 2023 in Review

Dana Investment Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2023, closing a stake of 4,175 shares — an estimated $381K sold.

Dana Investment Advisors first reported a position in IWP in Q3 2015 and held it in 12 quarters. The position peaked at $381K in Q3 2023. 1,016 funds tracked by Wall St. Rank hold IWP as of Q4 2023.

Dana Investment Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
Dana Investment Advisors sold 4,175 iShares Russell Mid-Cap Growth ETF shares in Q4 2023, an estimated $381K.
Dana Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2015 and held it in 12 quarters.
Dana Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $381K in Q3 2023.
1,016 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2023.

Based on Dana Investment Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.