Institutional & Family Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Institutional & Family Asset 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	$18.4K	Hold	167	–	–	﹤0.01%	346
2024 Q1	$19.1K	Hold	167	–	–	﹤0.01%	334
2023 Q4	$17.4K	Hold	167	–	–	﹤0.01%	330
2023 Q3	$15.3K	Hold	167	–	–	﹤0.01%	336
2023 Q2	$16.1K	Hold	167	–	–	﹤0.01%	333
2023 Q1	$15.2K	Hold	167	–	–	﹤0.01%	337
2022 Q4	$14K	Hold	167	–	–	﹤0.01%	341
2022 Q3	$13K	Hold	167	–	–	﹤0.01%	356
2022 Q2	$13K	Hold	167	–	–	﹤0.01%	359
2022 Q1	$17K	Hold	167	–	–	﹤0.01%	377
2021 Q4	$19K	Sell	167 -71	-30%	-$8.28K	﹤0.01%	376
2021 Q3	$27K	Buy	238 +71	+43%	+$8.17K	﹤0.01%	416
2021 Q2	$19K	Hold	167	–	–	﹤0.01%	488
2021 Q1	$17K	Sell	167 -449	-73%	-$46.9K	﹤0.01%	502
2020 Q4	$63K	Hold	616	–	–	0.01%	298
2020 Q3	$53K	Hold	616	–	–	0.01%	284
2020 Q2	$49K	Buy	616 +206	+50%	+$14.9K	0.01%	307
2020 Q1	$25K	Hold	410	–	–	0.01%	344
2019 Q4	$31K	Hold	410	–	–	0.01%	377
2019 Q3	$29K	Hold	410	–	–	0.01%	356
2019 Q2	$29K	Hold	410	–	–	0.01%	373
2019 Q1	$28K	Hold	410	–	–	0.01%	388
2018 Q4	$23K	Hold	410	–	–	0.01%	392
2018 Q3	$28K	Hold	410	–	–	0.01%	401
2018 Q2	$26K	Hold	410	–	–	0.01%	407
2018 Q1	$25K	Buy	+410	New	+$25.6K	0.01%	388

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

Institutional & Family Asset Management's IWP Position: Q2 2024 in Review

Institutional & Family Asset Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2024 at 167 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Institutional & Family Asset Management first reported a position in IWP in Q1 2018 and has held it in 26 quarters since. The position peaked at $63K in Q4 2020. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

Institutional & Family Asset Management held 167 shares of iShares Russell Mid-Cap Growth ETF worth $18.4K as of Q2 2024.
Institutional & Family Asset Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2024.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #346 holding.
Institutional & Family Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $63K in Q4 2020.
1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.