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Latitude Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Latitude Advisors’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
-2,136
Closed -$236K – 197
2024
Q2 		$236K Sell
2,136
-184
-8% -$20.2K 0.14% 151
2024
Q1 		$265K Buy
2,320
+348
+18% +$37.6K 0.17% 124
2023
Q4 		$206K Buy
+1,972
New +$187K 0.14% 160
2022
Q2 		– Sell
-5,169
Closed -$520K – 227
2022
Q1 		$520K Buy
5,169
+1,725
+50% +$172K 0.12% 173
2021
Q4 		$397K Sell
3,444
-1
-0% -$117 0.11% 186
2021
Q3 		$386K Buy
+3,445
New +$396K 0.12% 168

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

Latitude Advisors's IWP Position: Q3 2024 in Review

Latitude Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2024, closing a stake of 2,136 shares — an estimated $236K sold.

Latitude Advisors first reported a position in IWP in Q3 2021 and held it in 6 quarters. The position peaked at $520K in Q1 2022. 1,017 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

  • Latitude Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Latitude Advisors sold 2,136 iShares Russell Mid-Cap Growth ETF shares in Q3 2024, an estimated $236K.
  • Latitude Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and held it in 6 quarters.
  • Latitude Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $520K in Q1 2022.
  • 1,017 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

Based on Latitude Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.