DB Wealth Management Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

DB Wealth Management 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	$111K	Hold	1,060	–	–	0.06%	112
2023 Q3	$96.8K	Buy	1,060 +770	+266%	+$73.6K	0.06%	114
2023 Q2	$28K	Hold	290	–	–	0.02%	200
2023 Q1	$26.4K	Hold	290	–	–	0.02%	203
2022 Q4	$24.2K	Hold	290	–	–	0.02%	209
2022 Q3	$23K	Hold	290	–	–	0.02%	216
2022 Q2	$23K	Sell	290 -749	-72%	-$65.2K	0.02%	216
2022 Q1	$104K	Buy	1,039 +109	+12%	+$10.9K	0.06%	116
2021 Q4	$107K	Buy	930 +640	+221%	+$74.6K	0.06%	112
2021 Q3	$33K	Hold	290	–	–	0.02%	189
2021 Q2	$33K	Hold	290	–	–	0.02%	192
2021 Q1	$30K	Hold	290	–	–	0.02%	201
2020 Q4	$30K	Buy	+290	New	+$27.6K	0.02%	188

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

DB Wealth Management Group's IWP Position: Q4 2023 in Review

DB Wealth Management Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2023 at 1,060 shares worth $111K. The position accounts for 0.06% of the portfolio, ranked #112.

DB Wealth Management Group first reported a position in IWP in Q4 2020 and has held it in 13 quarters since. 1,013 funds tracked by Wall St. Rank hold IWP as of Q4 2023.

DB Wealth Management Group held 1,060 shares of iShares Russell Mid-Cap Growth ETF worth $111K as of Q4 2023.
DB Wealth Management Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2023.
iShares Russell Mid-Cap Growth ETF made up 0.06% of DB Wealth Management Group's portfolio in Q4 2023, its #112 holding.
DB Wealth Management Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 13 quarters since.
1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.