Peterson Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Peterson Financial Group’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	$411K	Sell	3,504 -600	-15%	-$67.1K	1.58%	14
2024 Q2	$453K	Sell	4,104 -102	-2%	-$11.2K	2.76%	11
2024 Q1	$480K	Sell	4,206 -313	-7%	-$33.9K	3.13%	10
2023 Q4	$472K	Buy	+4,519	New	+$428K	3.1%	11
2023 Q3	–	Sell	-2,935	Closed	-$284K	–	19
2023 Q2	$284K	Sell	2,935 -352	-11%	-$32.1K	2.6%	15
2023 Q1	$299K	Sell	3,287 -729	-18%	-$65.1K	3.01%	15
2022 Q4	$336K	Sell	4,016 -128	-3%	-$10.8K	0.44%	60
2022 Q3	$325K	Buy	4,144 +1,109	+37%	+$95.4K	0.32%	62
2022 Q2	$240K	Sell	3,035 -104	-3%	-$9.06K	0.23%	67
2022 Q1	$315K	Sell	3,139 -606	-16%	-$60.4K	0.26%	64
2021 Q4	$431K	Buy	+3,745	New	+$437K	0.35%	64

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 $79.5B AUM 27.1% 1-Year Est. Return

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

Peterson Financial Group's IWP Position: Q3 2024 in Review

Peterson Financial Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 15% in Q3 2024, selling an estimated $67.1K and leaving 3,504 shares worth $411K. The position accounts for 1.58% of the portfolio, ranked #14.

Peterson Financial Group first reported a position in IWP in Q4 2021 and has held it in 11 quarters since. The position peaked at $480K in Q1 2024. 1,018 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

Peterson Financial Group held 3,504 shares of iShares Russell Mid-Cap Growth ETF worth $411K as of Q3 2024.
Peterson Financial Group sold 600 iShares Russell Mid-Cap Growth ETF shares in Q3 2024, an estimated $67.1K.
iShares Russell Mid-Cap Growth ETF made up 1.58% of Peterson Financial Group's portfolio in Q3 2024, its #14 holding.
Peterson Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 11 quarters since.
Peterson Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $480K in Q1 2024.
1,018 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.