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GoalVest Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

GoalVest Advisory’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 		– Sell
-201
Closed -$23.6K – 412
2024
Q3 		$23.6K Hold
201
– – 0.01% 257
2024
Q2 		$22.2K Hold
201
– – 0.01% 234
2024
Q1 		$22.9K Sell
201
-334
-62% -$36.1K 0.01% 258
2023
Q4 		$55.9K Buy
+535
New +$50.7K 0.02% 128

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

GoalVest Advisory's IWP Position: Q4 2024 in Review

GoalVest Advisory sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2024, closing a stake of 201 shares — an estimated $23.6K sold.

GoalVest Advisory first reported a position in IWP in Q4 2023 and held it in 4 quarters. The position peaked at $55.9K in Q4 2023. 1,134 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

  • GoalVest Advisory reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • GoalVest Advisory sold 201 iShares Russell Mid-Cap Growth ETF shares in Q4 2024, an estimated $23.6K.
  • GoalVest Advisory first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and held it in 4 quarters.
  • GoalVest Advisory's iShares Russell Mid-Cap Growth ETF position peaked at $55.9K in Q4 2023.
  • 1,134 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.