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Optivise Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Optivise Advisory 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
Q3 		– Sell
-1,986
Closed -$219K – 179
2024
Q2 		$219K Buy
+1,986
New +$218K 0.12% 169

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 $1.65B AUM 16.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Optivise Advisory Services's IWP Position: Q3 2024 in Review

Optivise Advisory Services sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2024, closing a stake of 1,986 shares — an estimated $219K sold.

Optivise Advisory Services first reported a position in IWP in Q2 2024 and held it in 1 quarter. The position peaked at $219K in Q2 2024. 1,017 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

  • Optivise Advisory Services reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Optivise Advisory Services sold 1,986 iShares Russell Mid-Cap Growth ETF shares in Q3 2024, an estimated $219K.
  • Optivise Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and held it in 1 quarter.
  • Optivise Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $219K in Q2 2024.
  • 1,017 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

Based on Optivise Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.