Lake Street Advisors Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lake Street Advisors 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	$233K	Hold	1,840	–	–	0.01%	520
2024 Q3	$216K	Hold	1,840	–	–	0.01%	539
2024 Q2	$203K	Hold	1,840	–	–	0.01%	536
2024 Q1	$210K	Sell	1,840 -107	-5%	-$11.6K	0.01%	546
2023 Q4	$203K	Buy	+1,947	New	+$185K	0.01%	542
2021 Q3	–	Sell	-2,160	Closed	-$248K	–	332
2021 Q2	$248K	Hold	2,160	–	–	0.02%	277
2021 Q1	$220K	Hold	2,160	–	–	0.02%	292
2020 Q4	$222K	Buy	+2,160	New	+$206K	0.02%	276

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 $202B AUM 37.79% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lake Street Advisors Group's IWP Position: Q4 2024 in Review

Lake Street Advisors Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2024 at 1,840 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #520.

Lake Street Advisors Group first reported a position in IWP in Q4 2020 and has held it in 8 quarters since. The position peaked at $248K in Q2 2021. 1,136 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

Lake Street Advisors Group held 1,840 shares of iShares Russell Mid-Cap Growth ETF worth $233K as of Q4 2024.
Lake Street Advisors Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2024.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #520 holding.
Lake Street Advisors Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 8 quarters since.
Lake Street Advisors Group's iShares Russell Mid-Cap Growth ETF position peaked at $248K in Q2 2021.
1,136 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.