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Planning Capital Management Corporation’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Planning Capital Management Corporation’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 		$1.51M Buy
12,896
+6,787
+111% +$759K 1% 29
2024
Q2 		$674K Buy
6,109
+3,583
+142% +$394K 0.48% 39
2024
Q1 		$288K Buy
2,526
+587
+30% +$63.5K 0.21% 64
2023
Q4 		$203K Buy
+1,939
New +$184K 0.16% 82

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 $79.5B AUM 27.1% 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

Planning Capital Management Corporation's IWP Position: Q3 2024 in Review

Planning Capital Management Corporation increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 111% in Q3 2024, buying an estimated $759K and bringing the position to 12,896 shares worth $1.51M. The position accounts for 1% of the portfolio, ranked #29.

Planning Capital Management Corporation first reported a position in IWP in Q4 2023 and has held it in 4 quarters since. 1,018 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

  • Planning Capital Management Corporation held 12,896 shares of iShares Russell Mid-Cap Growth ETF worth $1.51M as of Q3 2024.
  • Planning Capital Management Corporation bought 6,787 iShares Russell Mid-Cap Growth ETF shares in Q3 2024, an estimated $759K.
  • iShares Russell Mid-Cap Growth ETF made up 1% of Planning Capital Management Corporation's portfolio in Q3 2024, its #29 holding.
  • Planning Capital Management Corporation first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.