Etesian Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Etesian Wealth 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
2024 Q3	–	Sell	-8,200	Closed	-$905K	–	142
2024 Q2	$905K	Hold	8,200	–	–	0.51%	60
2024 Q1	$936K	Hold	8,200	–	–	0.54%	60
2023 Q4	$862K	Hold	8,200	–	–	0.52%	62
2023 Q3	$749K	Hold	8,200	–	–	0.5%	63
2023 Q2	$792K	Hold	8,200	–	–	0.52%	64
2023 Q1	$747K	Hold	8,200	–	–	0.5%	66
2022 Q4	$686K	Buy	+8,200	New	+$690K	0.5%	68

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Etesian Wealth Advisors's IWP Position: Q3 2024 in Review

Etesian Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2024, closing a stake of 8,200 shares — an estimated $905K sold.

Etesian Wealth Advisors first reported a position in IWP in Q4 2022 and held it in 7 quarters. The position peaked at $936K in Q1 2024. 1,017 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

Etesian Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Etesian Wealth Advisors sold 8,200 iShares Russell Mid-Cap Growth ETF shares in Q3 2024, an estimated $905K.
Etesian Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and held it in 7 quarters.
Etesian Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $936K in Q1 2024.
1,017 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

Based on Etesian Wealth Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.