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

MainStreet Investment 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 Q2	–	Sell	-2,150	Closed	-$245K	–	173
2024 Q1	$245K	Hold	2,150	–	–	0.03%	157
2023 Q4	$225K	Sell	2,150 -110	-5%	-$10.4K	0.03%	161
2023 Q3	$206K	Hold	2,260	–	–	0.02%	177
2023 Q2	$218K	Hold	2,260	–	–	0.02%	174
2023 Q1	$206K	Buy	+2,260	New	+$202K	0.02%	179
2022 Q2	–	Sell	-2,990	Closed	-$300K	–	180
2022 Q1	$300K	Sell	2,990 -650	-18%	-$64.7K	0.03%	161
2021 Q4	$419K	Sell	3,640 -90	-2%	-$10.5K	0.04%	153
2021 Q3	$418K	Hold	3,730	–	–	0.04%	143
2021 Q2	$422K	Hold	3,730	–	–	0.04%	150
2021 Q1	$381K	Sell	3,730 -300	-7%	-$31.4K	0.03%	155
2020 Q4	$414K	Hold	4,030	–	–	0.03%	148
2020 Q3	$348K	Hold	4,030	–	–	0.03%	155
2020 Q2	$319K	Sell	4,030 -280	-6%	-$20.3K	0.02%	209
2020 Q1	$262K	Buy	+4,310	New	+$314K	0.03%	221

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MainStreet Investment Advisors's IWP Position: Q2 2024 in Review

MainStreet Investment Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 2,150 shares — an estimated $245K sold.

MainStreet Investment Advisors first reported a position in IWP in Q1 2020 and held it in 14 quarters. The position peaked at $422K in Q2 2021. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

MainStreet Investment Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
MainStreet Investment Advisors sold 2,150 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $245K.
MainStreet Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and held it in 14 quarters.
MainStreet Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $422K in Q2 2021.
1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on MainStreet Investment Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.