LT
IWP icon

Legacy Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Legacy Trust’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
2023
Q4 		– Sell
-3,770
Closed -$344K – 158
2023
Q3 		$344K Hold
3,770
– – 0.1% 119
2023
Q2 		$364K Hold
3,770
– – 0.1% 116
2023
Q1 		$343K Hold
3,770
– – 0.1% 120
2022
Q4 		$315K Buy
+3,770
New +$317K 0.1% 118

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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

Legacy Trust's IWP Position: Q4 2023 in Review

Legacy Trust sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2023, closing a stake of 3,770 shares — an estimated $344K sold.

Legacy Trust first reported a position in IWP in Q4 2022 and held it in 4 quarters. The position peaked at $364K in Q2 2023. 1,013 funds tracked by Wall St. Rank hold IWP as of Q4 2023.

  • Legacy Trust reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Trust sold 3,770 iShares Russell Mid-Cap Growth ETF shares in Q4 2023, an estimated $344K.
  • Legacy Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and held it in 4 quarters.
  • Legacy Trust's iShares Russell Mid-Cap Growth ETF position peaked at $364K in Q2 2023.
  • 1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2023.

Based on Legacy Trust's 13F filing for Q4 2023, filed 24 Jan 2024.