Prudential Financial
IWP icon

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

Prudential Financial’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
-216,344
Closed -$25.4M – 2508
2024
Q3 		$25.4M Sell
216,344
-102
-0% -$11.4K 0.04% 379
2024
Q2 		$23.9M Buy
216,446
+4,373
+2% +$480K 0.04% 370
2024
Q1 		$24.2M Buy
212,073
+60,696
+40% +$6.57M 0.03% 397
2023
Q4 		$15.8M Buy
151,377
+7,286
+5% +$691K 0.02% 507
2023
Q3 		$13.2M Buy
144,091
+5,817
+4% +$556K 0.02% 560
2023
Q2 		$13.4M Buy
138,274
+13,659
+11% +$1.24M 0.02% 568
2023
Q1 		$10M Sell
124,615
-1,752
-1% -$156K 0.02% 633
2022
Q4 		$10.6M Sell
126,367
-13,950
-10% -$1.17M 0.02% 615
2022
Q3 		$11.1M Sell
140,317
-14,119
-9% -$1.22M 0.02% 606
2022
Q2 		$12.4M Sell
154,436
-62,558
-29% -$5.45M 0.02% 595
2022
Q1 		$21.8M Buy
216,994
+3,078
+1% +$307K 0.03% 464
2021
Q4 		$26M Buy
213,916
+173,618
+431% +$20.2M 0.03% 431
2021
Q3 		$4.72M Sell
40,298
-5
-0% -$575 0.01% 1015
2021
Q2 		$4.56M Buy
40,303
+2,351
+6% +$251K 0.01% 1067
2021
Q1 		$3.87M Buy
37,952
+2,580
+7% +$270K 0.01% 1137
2020
Q4 		$3.63M Sell
35,372
-22
-0.1% -$2.09K 0.01% 1148
2020
Q3 		$3.06M Buy
35,394
+7,530
+27% +$636K 0.01% 1115
2020
Q2 		$2.2M Buy
27,864
+5,530
+25% +$401K ﹤0.01% 1289
2020
Q1 		$1.36M Buy
22,334
+3,428
+18% +$250K ﹤0.01% 1549
2019
Q4 		$1.44M Buy
18,906
+1,892
+11% +$139K ﹤0.01% 1737
2019
Q3 		$1.2M Sell
17,014
-136
-0.8% -$9.77K ﹤0.01% 1772
2019
Q2 		$1.22M Sell
17,150
-320
-2% -$22.3K ﹤0.01% 1811
2019
Q1 		$1.19M Buy
17,470
+4,406
+34% +$283K ﹤0.01% 1813
2018
Q4 		$743K Buy
+13,064
New +$795K ﹤0.01% 1906

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

Prudential Financial's IWP Position: Q4 2024 in Review

Prudential Financial sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2024, closing a stake of 216,344 shares — an estimated $25.4M sold.

Prudential Financial first reported a position in IWP in Q4 2018 and held it in 24 quarters. The position peaked at $26M in Q4 2021. 1,134 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

  • Prudential Financial reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 216,344 iShares Russell Mid-Cap Growth ETF shares in Q4 2024, an estimated $25.4M.
  • Prudential Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and held it in 24 quarters.
  • Prudential Financial's iShares Russell Mid-Cap Growth ETF position peaked at $26M in Q4 2021.
  • 1,134 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.