David J. Yvars Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

David J. Yvars 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	-2,876	Closed	-$263K	–	79
2023 Q3	$263K	Hold	2,876	–	–	0.22%	54
2023 Q2	$275K	Hold	2,876	–	–	0.23%	58
2023 Q1	$257K	Hold	2,876	–	–	0.23%	60
2022 Q4	$241K	Hold	2,876	–	–	0.3%	53
2022 Q3	$228K	Hold	2,876	–	–	0.25%	53
2022 Q2	$228K	Hold	2,876	–	–	0.31%	50
2022 Q1	$293K	Sell	2,876 -2,625	-48%	-$261K	0.2%	61
2021 Q4	$636K	Sell	5,501 -1,745	-24%	-$203K	0.39%	34
2021 Q3	$812K	Hold	7,246	–	–	0.47%	35
2021 Q2	$824K	Hold	7,246	–	–	0.46%	36
2021 Q1	$727K	Hold	7,246	–	–	0.46%	36
2020 Q4	$745K	Buy	+7,246	New	+$690K	0.5%	30

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

David J. Yvars Group's IWP Position: Q4 2023 in Review

David J. Yvars Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2023, closing a stake of 2,876 shares — an estimated $263K sold.

David J. Yvars Group first reported a position in IWP in Q4 2020 and held it in 12 quarters. The position peaked at $824K in Q2 2021. 1,013 funds tracked by Wall St. Rank hold IWP as of Q4 2023.

David J. Yvars Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
David J. Yvars Group sold 2,876 iShares Russell Mid-Cap Growth ETF shares in Q4 2023, an estimated $263K.
David J. Yvars Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 12 quarters.
David J. Yvars Group's iShares Russell Mid-Cap Growth ETF position peaked at $824K in Q2 2021.
1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2023.

Based on David J. Yvars Group's 13F filing for Q4 2023, filed 10 Jan 2024.