EWM
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Executive Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Executive Wealth Management’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
Q4 		$297K Buy
2,342
+1
+0% +$127 0.02% 214
2024
Q3 		$275K Buy
+2,341
New +$262K 0.02% 229
2019
Q3 		– Sell
-396
Closed -$28K – 468
2019
Q2 		$28K Hold
396
– – ﹤0.01% 410
2019
Q1 		$27K Hold
396
– – ﹤0.01% 378
2018
Q4 		$23K Buy
+396
New +$24.1K ﹤0.01% 406

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Executive Wealth Management's IWP Position: Q4 2024 in Review

Executive Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.04% in Q4 2024, buying an estimated $127 and bringing the position to 2,342 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #214.

Executive Wealth Management first reported a position in IWP in Q4 2018 and has held it in 5 quarters since. 1,134 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

  • Executive Wealth Management held 2,342 shares of iShares Russell Mid-Cap Growth ETF worth $297K as of Q4 2024.
  • Executive Wealth Management bought 1 iShares Russell Mid-Cap Growth ETF share in Q4 2024, an estimated $127.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #214 holding.
  • Executive Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 5 quarters since.
  • 1,134 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.