EMFO LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

EMFO LLC’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
2024 Q2	$330K	Hold	2,988	–	–	0.3%	61
2024 Q1	$341K	Hold	2,988	–	–	0.31%	65
2023 Q4	$312K	Hold	2,988	–	–	0.29%	73
2023 Q3	$273K	Hold	2,988	–	–	0.26%	73
2023 Q2	$289K	Hold	2,988	–	–	0.26%	72
2023 Q1	$272K	Hold	2,988	–	–	0.26%	73
2022 Q4	$250K	Hold	2,988	–	–	0.25%	72
2022 Q3	$234K	Hold	2,988	–	–	0.22%	88
2022 Q2	$237K	Hold	2,988	–	–	0.24%	75
2022 Q1	$300K	Sell	2,988 -1,060	-26%	-$106K	0.27%	73
2021 Q4	$466K	Hold	4,048	–	–	0.41%	51
2021 Q3	$454K	Hold	4,048	–	–	0.4%	57
2021 Q2	$458K	Buy	+4,048	New	+$432K	0.4%	58

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

EMFO LLC's IWP Position: Q2 2024 in Review

EMFO LLC held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2024 at 2,988 shares worth $330K. The position accounts for 0.3% of the portfolio, ranked #61.

EMFO LLC first reported a position in IWP in Q2 2021 and has held it in 13 quarters since. The position peaked at $466K in Q4 2021. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

EMFO LLC held 2,988 shares of iShares Russell Mid-Cap Growth ETF worth $330K as of Q2 2024.
EMFO LLC left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2024.
iShares Russell Mid-Cap Growth ETF made up 0.3% of EMFO LLC's portfolio in Q2 2024, its #61 holding.
EMFO LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's iShares Russell Mid-Cap Growth ETF position peaked at $466K in Q4 2021.
1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.