L.M. Kohn & Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

L.M. Kohn & Company’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	–	Sell	-4,065	Closed	-$449K	–	302
2024 Q2	$449K	Sell	4,065 -2,014	-33%	-$221K	0.12%	148
2024 Q1	$694K	Sell	6,079 -6	-0.1%	-$649	0.2%	112
2023 Q4	$636K	Buy	6,085 +21	+0.3%	+$1.99K	0.2%	105
2023 Q3	$554K	Hold	6,064	–	–	0.2%	111
2023 Q2	$586K	Hold	6,064	–	–	0.22%	108
2023 Q1	$552K	Sell	6,064 -30	-0.5%	-$2.68K	0.23%	103
2022 Q4	$509K	Sell	6,094 -250	-4%	-$21K	0.24%	104
2022 Q3	$498K	Sell	6,344 -171	-3%	-$14.7K	0.24%	100
2022 Q2	$517K	Sell	6,515 -290	-4%	-$25.3K	0.24%	101
2022 Q1	$684K	Buy	+6,805	New	+$678K	0.26%	93

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

L.M. Kohn & Company's IWP Position: Q3 2024 in Review

L.M. Kohn & Company sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2024, closing a stake of 4,065 shares — an estimated $449K sold.

L.M. Kohn & Company first reported a position in IWP in Q1 2022 and held it in 10 quarters. The position peaked at $694K in Q1 2024. 1,017 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

L.M. Kohn & Company reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
L.M. Kohn & Company sold 4,065 iShares Russell Mid-Cap Growth ETF shares in Q3 2024, an estimated $449K.
L.M. Kohn & Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and held it in 10 quarters.
L.M. Kohn & Company's iShares Russell Mid-Cap Growth ETF position peaked at $694K in Q1 2024.
1,017 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

Based on L.M. Kohn & Company's 13F filing for Q3 2024, filed 14 Nov 2024.