Kowal Investment Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kowal Investment 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 Q3	$245K	Buy	+2,088	New	+$233K	0.05%	175
2024 Q2	–	Sell	-1,815	Closed	-$207K	–	188
2024 Q1	$207K	Buy	+1,815	New	+$196K	0.04%	170
2022 Q4	–	Sell	-3,095	Closed	-$243K	–	158
2022 Q3	$243K	Buy	3,095 +8	+0.3%	+$689	0.08%	121
2022 Q2	$245K	Sell	3,087 -1,175	-28%	-$102K	0.08%	122
2022 Q1	$428K	Sell	4,262 -109	-2%	-$10.9K	0.13%	70
2021 Q4	$504K	Buy	4,371 +3	+0.1%	+$350	0.15%	58
2021 Q3	$489K	Buy	4,368 +5	+0.1%	+$575	0.15%	49
2021 Q2	$494K	Sell	4,363 -191	-4%	-$20.4K	0.18%	50
2021 Q1	$465K	Sell	4,554 -712	-14%	-$74.4K	0.19%	49
2020 Q4	$560K	Buy	+5,266	New	+$501K	0.26%	41

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Kowal Investment Group's IWP Position: Q3 2024 in Review

Kowal Investment Group opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2024: 2,088 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #175 among its holdings. This is a return to the name: Kowal Investment Group previously reported a position in IWP as recently as Q1 2024.

Kowal Investment Group first reported a position in IWP in Q4 2020 and has held it in 10 quarters since. The position peaked at $560K in Q4 2020. 1,017 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

Kowal Investment Group held 2,088 shares of iShares Russell Mid-Cap Growth ETF worth $245K as of Q3 2024.
iShares Russell Mid-Cap Growth ETF was a new Kowal Investment Group position in Q3 2024.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Kowal Investment Group's portfolio in Q3 2024, its #175 holding.
Kowal Investment Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 10 quarters since.
Kowal Investment Group's iShares Russell Mid-Cap Growth ETF position peaked at $560K in Q4 2020.
1,017 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.