Gunn & Company Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Gunn & Company Investment 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
2024 Q3	$235K	Sell	2,000 -618	-24%	-$69.1K	0.16%	59
2024 Q2	$289K	Buy	2,618 +618	+31%	+$67.9K	0.02%	126
2024 Q1	$228K	Sell	2,000 -618	-24%	-$66.9K	0.17%	54
2023 Q4	$273K	Buy	+2,618	New	+$248K	0.02%	115

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Gunn & Company Investment Management's IWP Position: Q3 2024 in Review

Gunn & Company Investment Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 24% in Q3 2024, selling an estimated $69.1K and leaving 2,000 shares worth $235K. The position accounts for 0.16% of the portfolio, ranked #59.

Gunn & Company Investment Management first reported a position in IWP in Q4 2023 and has held it in 4 quarters since. The position peaked at $289K in Q2 2024. 1,019 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

Gunn & Company Investment Management held 2,000 shares of iShares Russell Mid-Cap Growth ETF worth $235K as of Q3 2024.
Gunn & Company Investment Management sold 618 iShares Russell Mid-Cap Growth ETF shares in Q3 2024, an estimated $69.1K.
iShares Russell Mid-Cap Growth ETF made up 0.16% of Gunn & Company Investment Management's portfolio in Q3 2024, its #59 holding.
Gunn & Company Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 4 quarters since.
Gunn & Company Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $289K in Q2 2024.
1,019 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.