HBC Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

HBC Financial Services’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	$215K	Hold	1,700	–	–	0.13%	30
2024 Q3	$206K	Hold	1,700	–	–	0.13%	32
2024 Q2	$187K	Hold	1,700	–	–	0.12%	34
2024 Q1	$182K	Hold	1,700	–	–	0.12%	30
2023 Q4	$177K	Hold	1,700	–	–	0.12%	34
2023 Q3	$155K	Hold	1,700	–	–	0.12%	30
2023 Q2	$170K	Hold	1,700	–	–	0.12%	30
2023 Q1	$154K	Hold	1,700	–	–	0.12%	33
2022 Q4	$142K	Hold	1,700	–	–	0.11%	33
2022 Q3	$133K	Hold	1,700	–	–	0.11%	32
2022 Q2	$141K	Hold	1,700	–	–	0.11%	32
2022 Q1	$153K	Hold	1,700	–	–	0.11%	33
2021 Q4	$195K	Hold	1,700	–	–	0.12%	29
2021 Q3	$193K	Hold	1,700	–	–	0.13%	28
2021 Q2	$185K	Hold	1,700	–	–	0.13%	29
2021 Q1	$185K	Hold	1,700	–	–	0.13%	27
2020 Q4	$178K	Hold	1,700	–	–	0.14%	23
2020 Q3	$158K	Hold	1,700	–	–	0.13%	24
2020 Q2	$139K	Hold	1,700	–	–	0.12%	26
2020 Q1	$98K	Hold	1,700	–	–	0.11%	28
2019 Q4	$131K	Buy	+1,700	New	+$125K	0.11%	33

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

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

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

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

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

HBC Financial Services's IWP Position: Q4 2024 in Review

HBC Financial Services held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2024 at 1,700 shares worth $215K. The position accounts for 0.13% of the portfolio, ranked #30.

HBC Financial Services first reported a position in IWP in Q4 2019 and has held it in 21 quarters since. 1,137 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

HBC Financial Services held 1,700 shares of iShares Russell Mid-Cap Growth ETF worth $215K as of Q4 2024.
HBC Financial Services left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2024.
iShares Russell Mid-Cap Growth ETF made up 0.13% of HBC Financial Services's portfolio in Q4 2024, its #30 holding.
HBC Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 21 quarters since.
1,137 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.