Meitav Investment House’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Meitav Investment House’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 Q1	–	Sell	-2,986	Closed	-$312K	–	291
2023 Q4	$312K	Hold	2,986	–	–	﹤0.01%	289
2023 Q3	$273K	Sell	2,986 -976	-25%	-$93.3K	﹤0.01%	297
2023 Q2	$383K	Buy	3,962 +93	+2%	+$8.47K	0.01%	296
2023 Q1	$349K	Buy	3,869 +79	+2%	+$7.05K	0.01%	307
2022 Q4	$317K	Sell	3,790 -58	-2%	-$4.88K	0.01%	321
2022 Q3	$303K	Sell	3,848 -300	-7%	-$25.8K	0.01%	320
2022 Q2	$328K	Sell	4,148 -120	-3%	-$10.4K	0.01%	298
2022 Q1	$428K	Sell	4,268 -216	-5%	-$21.5K	0.01%	319
2021 Q4	$516K	Sell	4,484 -140	-3%	-$16.3K	0.01%	306
2021 Q3	$517K	Hold	4,624	–	–	0.01%	312
2021 Q2	$523K	Hold	4,624	–	–	0.01%	309
2021 Q1	$471	Buy	+4,624	New	+$483K	0.01%	275

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Meitav Investment House's IWP Position: Q1 2024 in Review

Meitav Investment House sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2024, closing a stake of 2,986 shares — an estimated $312K sold.

Meitav Investment House first reported a position in IWP in Q1 2021 and held it in 12 quarters. The position peaked at $523K in Q2 2021. 1,037 funds tracked by Wall St. Rank hold IWP as of Q1 2024.

Meitav Investment House reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 2,986 iShares Russell Mid-Cap Growth ETF shares in Q1 2024, an estimated $312K.
Meitav Investment House first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and held it in 12 quarters.
Meitav Investment House's iShares Russell Mid-Cap Growth ETF position peaked at $523K in Q2 2021.
1,037 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.