Householder Group Estate & Retirement Specialist’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Householder Group Estate & Retirement Specialist’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	$361K	Sell	2,854 -1,159	-29%	-$147K	0.27%	62
2024 Q3	$470K	Sell	4,013 -435	-10%	-$48.6K	0.14%	144
2024 Q2	$490K	Buy	4,448 +76	+2%	+$8.35K	0.14%	139
2024 Q1	$499K	Buy	4,372 +293	+7%	+$31.7K	0.15%	135
2023 Q4	$426K	Buy	4,079 +2,856	+234%	+$271K	0.14%	136
2023 Q3	$112K	Buy	+1,223	New	+$117K	0.04%	297
2023 Q1	$125K	Buy	+1,368	New	+$122K	0.05%	259
2022 Q4	–	Sell	-1,351	Closed	-$106K	–	722
2022 Q3	$106K	Buy	+1,351	New	+$116K	0.04%	260

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 $173B AUM 20.72% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IWP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 29% in Q4 2024, selling an estimated $147K and leaving 2,854 shares worth $361K. The position accounts for 0.27% of the portfolio, ranked #62.

Householder Group Estate & Retirement Specialist first reported a position in IWP in Q3 2022 and has held it in 8 quarters since. The position peaked at $499K in Q1 2024. 1,135 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

Householder Group Estate & Retirement Specialist held 2,854 shares of iShares Russell Mid-Cap Growth ETF worth $361K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,159 iShares Russell Mid-Cap Growth ETF shares in Q4 2024, an estimated $147K.
iShares Russell Mid-Cap Growth ETF made up 0.27% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #62 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's iShares Russell Mid-Cap Growth ETF position peaked at $499K in Q1 2024.
1,135 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.