Old Mission Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Old Mission Capital’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	-1,745	Closed	-$205K	–	1065
2024 Q3	$205K	Buy	+1,745	New	+$195K	﹤0.01%	1108
2022 Q3	–	Sell	-7,356	Closed	-$583K	–	1161
2022 Q2	$583K	Sell	7,356 -171,744	-96%	-$15M	0.02%	724
2022 Q1	$18M	Buy	+179,100	New	+$17.8M	0.51%	31
2021 Q4	–	Sell	-3,400	Closed	-$381K	–	1145
2021 Q3	$381K	Sell	3,400 -86,430	-96%	-$9.94M	0.02%	659
2021 Q2	$10.2M	Sell	89,830 -79,477	-47%	-$8.49M	0.34%	45
2021 Q1	$17.3M	Buy	169,307 +165,907	+4,880%	+$17.3M	0.96%	14
2020 Q4	$349K	Buy	+3,400	New	+$324K	0.02%	416

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Old Mission Capital's IWP Position: Q4 2024 in Review

Old Mission Capital sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2024, closing a stake of 1,745 shares — an estimated $205K sold.

Old Mission Capital first reported a position in IWP in Q4 2020 and held it in 7 quarters. The position peaked at $18M in Q1 2022. 1,134 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

Old Mission Capital reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Old Mission Capital sold 1,745 iShares Russell Mid-Cap Growth ETF shares in Q4 2024, an estimated $205K.
Old Mission Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 7 quarters.
Old Mission Capital's iShares Russell Mid-Cap Growth ETF position peaked at $18M in Q1 2022.
1,134 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Old Mission Capital's 13F filing for Q4 2024, filed 12 Feb 2025.