Hershey Financial Advisers’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Hershey Financial Advisers’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 Q2	$166K	Buy	+1,506	New	+$165K	0.15%	55

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $374B AUM 17.66% 1-Year Est. Return

Hershey Financial Advisers's IWP Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024: 1,506 shares worth $166K. The stake represents 0.15% of the portfolio and ranks #55 among its holdings.

1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

Hershey Financial Advisers held 1,506 shares of iShares Russell Mid-Cap Growth ETF worth $166K as of Q2 2024.
iShares Russell Mid-Cap Growth ETF was a new Hershey Financial Advisers position in Q2 2024.
iShares Russell Mid-Cap Growth ETF made up 0.15% of Hershey Financial Advisers's portfolio in Q2 2024, its #55 holding.
1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.