Financial Management Professionals’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Financial Management Professionals’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 Q1	–	Sell	-69,609	Closed	-$7.27M	–	1013
2023 Q4	$7.27M	Sell	69,609 -3,752	-5%	-$356K	1.18%	20
2023 Q3	$6.7M	Buy	73,361 +73,287	+99,036%	+$7.01M	1.18%	18
2023 Q2	$7K	Buy	+74	New	+$6.74K	﹤0.01%	605
2016 Q1	–	Sell	-18,162	Closed	-$834K	–	254
2015 Q4	$834K	Buy	+18,162	New	+$844K	0.43%	28
2015 Q2	–	Sell	-854,360	Closed	-$41.8M	–	273
2015 Q1	$41.8M	Buy	+854,360	New	+$40.8M	19.6%	2

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Management Professionals's IWP Position: Q1 2024 in Review

Financial Management Professionals sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2024, closing a stake of 69,609 shares — an estimated $7.27M sold.

Financial Management Professionals first reported a position in IWP in Q1 2015 and held it in 5 quarters. The position peaked at $41.8M in Q1 2015. 1,041 funds tracked by Wall St. Rank hold IWP as of Q1 2024.

Financial Management Professionals reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Financial Management Professionals sold 69,609 iShares Russell Mid-Cap Growth ETF shares in Q1 2024, an estimated $7.27M.
Financial Management Professionals first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2015 and held it in 5 quarters.
Financial Management Professionals's iShares Russell Mid-Cap Growth ETF position peaked at $41.8M in Q1 2015.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2024.

Based on Financial Management Professionals's 13F filing for Q1 2024, filed 16 Apr 2024.