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Dorsey & Whitney Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Dorsey & Whitney Trust’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
Q2 		– Sell
-2,950
Closed -$269K – 607
2023
Q1 		$269K Hold
2,950
– – 0.02% 449
2022
Q4 		$247K Hold
2,950
– – 0.02% 467
2022
Q3 		$231K Buy
+2,950
New +$254K 0.02% 470

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCIM
Bishop & Co Investment Management Erie, Pennsylvania $292M AUM 14.59% 1-Year Est. Return

Dorsey & Whitney Trust's IWP Position: Q2 2023 in Review

Dorsey & Whitney Trust sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2023, closing a stake of 2,950 shares — an estimated $269K sold.

Dorsey & Whitney Trust first reported a position in IWP in Q3 2022 and held it in 3 quarters. The position peaked at $269K in Q1 2023. 916 funds tracked by Wall St. Rank hold IWP as of Q2 2023.

  • Dorsey & Whitney Trust reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 2,950 iShares Russell Mid-Cap Growth ETF shares in Q2 2023, an estimated $269K.
  • Dorsey & Whitney Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and held it in 3 quarters.
  • Dorsey & Whitney Trust's iShares Russell Mid-Cap Growth ETF position peaked at $269K in Q1 2023.
  • 916 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2023.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2023, filed 10 Aug 2023.