FMP
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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 – 1015
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 – 274
2015
Q1 		$41.8M Buy
+854,360
New +$40.8M 19.6% 2

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return