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Morningstar Investment Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-3,257
Closed -$382K – 263
2024
Q3 		$382K Buy
3,257
+37
+1% +$4.14K ﹤0.01% 309
2024
Q2 		$356K Buy
+3,220
New +$354K ﹤0.01% 290

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 $1.69B AUM 19.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morningstar Investment Services's IWP Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2024, closing a stake of 3,257 shares — an estimated $382K sold.

Morningstar Investment Services first reported a position in IWP in Q2 2024 and held it in 2 quarters. The position peaked at $382K in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 3,257 iShares Russell Mid-Cap Growth ETF shares in Q4 2024, an estimated $382K.
  • Morningstar Investment Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and held it in 2 quarters.
  • Morningstar Investment Services's iShares Russell Mid-Cap Growth ETF position peaked at $382K in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.