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Kiely Wealth Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kiely Wealth Advisory Group’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 		$42.8K Hold
308
– – 0.03% 123
2024
Q3 		$40.5K Hold
308
– – 0.03% 125
2024
Q2 		$33K Hold
308
– – 0.02% 124
2024
Q1 		$33.8K Hold
308
– – 0.02% 115
2023
Q4 		$32.4K Buy
+308
New +$29.2K 0.02% 115

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kiely Wealth Advisory Group's IWP Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2024 at 308 shares worth $42.8K. The position accounts for 0.03% of the portfolio, ranked #123.

Kiely Wealth Advisory Group first reported a position in IWP in Q4 2023 and has held it in 5 quarters since. 1,134 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

  • Kiely Wealth Advisory Group held 308 shares of iShares Russell Mid-Cap Growth ETF worth $42.8K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2024.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #123 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,134 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.