IAG Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

IAG Wealth Partners’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	–	Sell	-78	Closed	-$8.9K	–	511
2024 Q1	$8.9K	Buy	+78	New	+$8.44K	﹤0.01%	327
2022 Q1	–	Sell	-135	Closed	-$16K	–	455
2021 Q4	$16K	Sell	135 -181	-57%	-$21.1K	0.01%	244
2021 Q3	$36K	Sell	316 -42	-12%	-$4.83K	0.01%	148
2021 Q2	$41K	Hold	358	–	–	0.01%	136
2021 Q1	$37K	Hold	358	–	–	0.01%	134
2020 Q4	$37K	Hold	358	–	–	0.02%	124
2020 Q3	$31K	Hold	358	–	–	0.01%	128
2020 Q2	$29K	Hold	358	–	–	0.01%	134
2020 Q1	$22K	Hold	358	–	–	0.01%	142
2019 Q4	$28K	Buy	+358	New	+$26.2K	0.02%	152

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

IAG Wealth Partners's IWP Position: Q2 2024 in Review

IAG Wealth Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 78 shares — an estimated $8.9K sold.

IAG Wealth Partners first reported a position in IWP in Q4 2019 and held it in 10 quarters. The position peaked at $41K in Q2 2021. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

IAG Wealth Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
IAG Wealth Partners sold 78 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $8.9K.
IAG Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 10 quarters.
IAG Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $41K in Q2 2021.
1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on IAG Wealth Partners's 13F filing for Q2 2024, filed 16 Jul 2024.