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Private Portfolio Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Private Portfolio Partners’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 		$760K Hold
5,995
– – 0.14% 121
2024
Q3 		$703K Buy
+5,995
New +$670K 0.13% 126
2024
Q2 		– Sell
-6,068
Closed -$693K – 173
2024
Q1 		$693K Buy
6,068
+98
+2% +$10.6K 0.14% 119
2023
Q4 		$624K Buy
5,970
+1
+0% +$95 0.14% 118
2023
Q3 		$545K Hold
5,969
– – 0.14% 118
2023
Q2 		$577K Sell
5,969
-88
-1% -$8.02K 0.15% 113
2023
Q1 		$552K Sell
6,057
-150
-2% -$13.4K 0.15% 112
2022
Q4 		$519K Buy
6,207
+17
+0.3% +$1.43K 0.14% 137
2022
Q3 		$485K Sell
6,190
-1,950
-24% -$168K 0.14% 135
2022
Q2 		$645K Hold
8,140
– – 0.18% 103
2022
Q1 		$818K Sell
8,140
-100
-1% -$9.96K 0.2% 95
2021
Q4 		$949K Buy
8,240
+36
+0.4% +$4.2K 0.24% 89
2021
Q3 		$919K Sell
8,204
-75
-0.9% -$8.63K 0.26% 86
2021
Q2 		$937K Sell
8,279
-523
-6% -$55.9K 0.27% 80
2021
Q1 		$898K Sell
8,802
-1,037
-11% -$108K 0.29% 77
2020
Q4 		$1.01M Buy
9,839
+1
+0% +$95 0.36% 67
2020
Q3 		$850K Sell
9,838
-18
-0.2% -$1.52K 0.34% 69
2020
Q2 		$779K Buy
9,856
+182
+2% +$13.2K 0.36% 68
2020
Q1 		$588K Buy
9,674
+26
+0.3% +$1.9K 0.31% 84
2019
Q4 		$736K Sell
9,648
-2
-0% -$147 0.32% 81
2019
Q3 		$682K Sell
9,650
-96
-1% -$6.9K 0.32% 80
2019
Q2 		$695K Sell
9,746
-20
-0.2% -$1.39K 0.3% 90
2019
Q1 		$663K Sell
9,766
-2,550
-21% -$164K 0.35% 73
2018
Q4 		$700K Buy
+12,316
New +$749K 0.43% 63

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

Private Portfolio Partners's IWP Position: Q4 2024 in Review

Private Portfolio Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2024 at 5,995 shares worth $760K. The position accounts for 0.14% of the portfolio, ranked #121.

Private Portfolio Partners first reported a position in IWP in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.01M in Q4 2020. 1,134 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

  • Private Portfolio Partners held 5,995 shares of iShares Russell Mid-Cap Growth ETF worth $760K as of Q4 2024.
  • Private Portfolio Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2024.
  • iShares Russell Mid-Cap Growth ETF made up 0.14% of Private Portfolio Partners's portfolio in Q4 2024, its #121 holding.
  • Private Portfolio Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's iShares Russell Mid-Cap Growth ETF position peaked at $1.01M in Q4 2020.
  • 1,134 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.