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GFG Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

GFG Capital’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
-2,730
Closed -$285K – 140
2023
Q4 		$285K Buy
+2,730
New +$259K 0.08% 109
2022
Q3 		– Sell
-7,383
Closed -$585K – 138
2022
Q2 		$585K Buy
+7,383
New +$643K 0.18% 65
2022
Q1 		– Sell
-4,442
Closed -$512K – 156
2021
Q4 		$512K Buy
+4,442
New +$518K 0.15% 81

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 $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
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 $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GFG Capital's IWP Position: Q1 2024 in Review

GFG Capital sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2024, closing a stake of 2,730 shares — an estimated $285K sold.

GFG Capital first reported a position in IWP in Q4 2021 and held it in 3 quarters. The position peaked at $585K in Q2 2022. 1,037 funds tracked by Wall St. Rank hold IWP as of Q1 2024.

  • GFG Capital reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • GFG Capital sold 2,730 iShares Russell Mid-Cap Growth ETF shares in Q1 2024, an estimated $285K.
  • GFG Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 3 quarters.
  • GFG Capital's iShares Russell Mid-Cap Growth ETF position peaked at $585K in Q2 2022.
  • 1,037 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2024.

Based on GFG Capital's 13F filing for Q1 2024, filed 15 May 2024.