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Lee, Danner & Bass’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-758
Closed -$96.1K – 479
2024
Q4 		$96.1K Buy
+758
New +$96.4K 0.01% 278

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lee, Danner & Bass's IWP Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 758 shares — an estimated $96.1K sold.

Lee, Danner & Bass first reported a position in IWP in Q4 2024 and held it in 1 quarter. The position peaked at $96.1K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 758 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $96.1K.
  • Lee, Danner & Bass first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares Russell Mid-Cap Growth ETF position peaked at $96.1K in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.