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

Janiczek 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	$141K	Hold	1,275	–	–	0.03%	234
2024 Q1	$146K	Hold	1,275	–	–	0.03%	229
2023 Q4	$133K	Sell	1,275 -380	-23%	-$36K	0.03%	231
2023 Q3	$151K	Hold	1,655	–	–	0.04%	181
2023 Q2	$160K	Hold	1,655	–	–	0.04%	159
2023 Q1	$150K	Hold	1,655	–	–	0.04%	155
2022 Q4	$145K	Hold	1,655	–	–	0.04%	168
2022 Q3	$132K	Hold	1,655	–	–	0.04%	153
2022 Q2	$147K	Hold	1,655	–	–	0.04%	147
2022 Q1	$166K	Hold	1,655	–	–	0.05%	141
2021 Q4	$191K	Buy	1,655 +224	+16%	+$26.1K	0.06%	114
2021 Q3	$160K	Buy	1,431 +19	+1%	+$2.19K	0.06%	119
2021 Q2	$160K	Hold	1,412	–	–	0.06%	108
2021 Q1	$144K	Hold	1,412	–	–	0.06%	97
2020 Q4	$145K	Hold	1,412	–	–	0.07%	80
2020 Q3	$122K	Hold	1,412	–	–	0.07%	59
2020 Q2	$112K	Buy	+1,412	New	+$102K	0.06%	52

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

Janiczek Wealth Management's IWP Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2024 at 1,275 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #234.

Janiczek Wealth Management first reported a position in IWP in Q2 2020 and has held it in 17 quarters since. The position peaked at $191K in Q4 2021. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

Janiczek Wealth Management held 1,275 shares of iShares Russell Mid-Cap Growth ETF worth $141K as of Q2 2024.
Janiczek Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2024.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #234 holding.
Janiczek Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 17 quarters since.
Janiczek Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $191K in Q4 2021.
1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.