Greenup Street Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Greenup Street Wealth 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
2023 Q4	–	Sell	-65,928	Closed	-$6.02M	–	94
2023 Q3	$6.02M	Buy	65,928 +12,635	+24%	+$1.21M	1.97%	13
2023 Q2	$5.15M	Buy	53,293 +50,104	+1,571%	+$4.57M	1.41%	20
2023 Q1	$290K	Sell	3,189 -383	-11%	-$34.2K	0.1%	69
2022 Q4	$299K	Sell	3,572 -1,092	-23%	-$91.9K	0.12%	73
2022 Q3	$366K	Sell	4,664 -3,685	-44%	-$317K	0.17%	68
2022 Q2	$661K	Sell	8,349 -40,335	-83%	-$3.51M	0.31%	54
2022 Q1	$4.89M	Sell	48,684 -4,263	-8%	-$425K	2.7%	6
2021 Q4	$6.1M	Buy	+52,947	New	+$6.17M	3.58%	5

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Greenup Street Wealth Management's IWP Position: Q4 2023 in Review

Greenup Street Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2023, closing a stake of 65,928 shares — an estimated $6.02M sold.

Greenup Street Wealth Management first reported a position in IWP in Q4 2021 and held it in 8 quarters. The position peaked at $6.1M in Q4 2021. 1,015 funds tracked by Wall St. Rank hold IWP as of Q4 2023.

Greenup Street Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
Greenup Street Wealth Management sold 65,928 iShares Russell Mid-Cap Growth ETF shares in Q4 2023, an estimated $6.02M.
Greenup Street Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 8 quarters.
Greenup Street Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $6.1M in Q4 2021.
1,015 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2023.

Based on Greenup Street Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.