Fred Alger Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Fred Alger 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
2025 Q1	–	Sell	-31,385	Closed	-$3.98M	–	449
2024 Q4	$3.98M	Buy	+31,385	New	+$3.99M	0.02%	262
2024 Q1	–	Sell	-30,969	Closed	-$3.24M	–	472
2023 Q4	$3.24M	Buy	30,969 +29,421	+1,901%	+$2.79M	0.02%	288
2023 Q3	$141K	Buy	+1,548	New	+$148K	﹤0.01%	412
2023 Q1	–	Sell	-100,605	Closed	-$8.41M	–	546
2022 Q4	$8.41M	Buy	100,605 +100,477	+78,498%	+$8.46M	0.05%	222
2022 Q3	$10K	Sell	128 -11,444	-99%	-$985K	﹤0.01%	518
2022 Q2	$917K	Sell	11,572 -2,005	-15%	-$175K	﹤0.01%	373
2022 Q1	$1.36M	Sell	13,577 -32,800	-71%	-$3.27M	﹤0.01%	364
2021 Q4	$5.34M	Buy	46,377 +46,259	+39,203%	+$5.39M	0.01%	292
2021 Q3	$13K	Buy	+118	New	+$13.6K	﹤0.01%	511
2021 Q1	–	Sell	-6,614	Closed	-$679K	–	498
2020 Q4	$679K	Buy	6,614 +4,484	+211%	+$427K	﹤0.01%	396
2020 Q3	$184K	Buy	+2,130	New	+$180K	﹤0.01%	399
2020 Q1	–	Sell	-40,796	Closed	-$3.11M	–	568
2019 Q4	$3.11M	Buy	+40,796	New	+$2.99M	0.01%	266
2019 Q1	–	Sell	-60,032	Closed	-$3.41M	–	535
2018 Q4	$3.41M	Buy	+60,032	New	+$3.65M	0.02%	248
2018 Q1	–	Sell	-1,526	Closed	-$92K	–	571
2017 Q4	$92K	Buy	+1,526	New	+$89.7K	﹤0.01%	410
2017 Q1	–	Sell	-1,204	Closed	-$59K	–	541
2016 Q4	$59K	Buy	+1,204	New	+$58K	﹤0.01%	364
2016 Q3	–	Sell	-382	Closed	-$18K	–	516
2016 Q2	$18K	Buy	+382	New	+$17.7K	﹤0.01%	455
2016 Q1	–	Sell	-3,964	Closed	-$182K	–	579
2015 Q4	$182K	Sell	3,964 -1,998	-34%	-$92.9K	﹤0.01%	460
2015 Q3	$264K	Buy	+5,962	New	+$283K	﹤0.01%	461
2014 Q2	–	Sell	-58	Closed	-$2K	–	644
2014 Q1	$2K	Sell	58 -5,242	-99%	-$223K	﹤0.01%	594
2013 Q4	$224K	Buy	+5,300	New	+$214K	﹤0.01%	433

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Fred Alger Management's IWP Position: Q1 2025 in Review

Fred Alger Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 31,385 shares — an estimated $3.98M sold.

Fred Alger Management first reported a position in IWP in Q4 2013 and held it in 20 quarters. The position peaked at $8.41M in Q4 2022. 1,090 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Fred Alger Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Fred Alger Management sold 31,385 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $3.98M.
Fred Alger Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and held it in 20 quarters.
Fred Alger Management's iShares Russell Mid-Cap Growth ETF position peaked at $8.41M in Q4 2022.
1,090 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Fred Alger Management's 13F filing for Q1 2025, filed 16 May 2025.