ICA Group Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

ICA Group Wealth 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 Q2	–	Sell	-1,139	Closed	-$130K	–	1041
2024 Q1	$130K	Buy	1,139 +75	+7%	+$8.11K	0.03%	354
2023 Q4	$111K	Buy	+1,064	New	+$101K	0.02%	341
2023 Q3	–	Sell	-5	Closed	-$491	–	709
2023 Q2	$491	Hold	5	–	–	﹤0.01%	1252
2023 Q1	$463	Hold	5	–	–	﹤0.01%	1203
2022 Q4	$424	Buy	+5	New	+$421	﹤0.01%	1244
2022 Q2	–	Sell	-3,310	Closed	-$287K	–	392
2022 Q1	$287K	Buy	+3,310	New	+$330K	0.05%	294

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

ICA Group Wealth Management's IWP Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 1,139 shares — an estimated $130K sold.

ICA Group Wealth Management first reported a position in IWP in Q1 2022 and held it in 6 quarters. The position peaked at $287K in Q1 2022. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 1,139 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $130K.
ICA Group Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and held it in 6 quarters.
ICA Group Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $287K in Q1 2022.
1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.