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Kozak & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kozak & Associates’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
-54
Closed -$6.04K – 396
2024
Q1 		$6.04K Buy
54
+50
+1,250% +$5.41K ﹤0.01% 267
2023
Q4 		$410 Buy
+4
New +$379 ﹤0.01% 346

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kozak & Associates's IWP Position: Q2 2024 in Review

Kozak & Associates sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 54 shares — an estimated $6.04K sold.

Kozak & Associates first reported a position in IWP in Q4 2023 and held it in 2 quarters. The position peaked at $6.04K in Q1 2024. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

  • Kozak & Associates reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Kozak & Associates sold 54 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $6.04K.
  • Kozak & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and held it in 2 quarters.
  • Kozak & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $6.04K in Q1 2024.
  • 1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on Kozak & Associates's 13F filing for Q2 2024, filed 5 Jul 2024.