Psagot Value Holdings’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Psagot Value Holdings’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 Q2	–	Sell	-26	Closed	-$3K	–	59
2024 Q1	$3K	Buy	+26	New	+$2.81K	0.03%	82
2020 Q2	–	Sell	-156	Closed	-$9K	–	387
2020 Q1	$9K	Hold	156	–	–	﹤0.01%	353
2019 Q4	$12K	Hold	156	–	–	﹤0.01%	399
2019 Q3	$11K	Hold	156	–	–	﹤0.01%	370
2019 Q2	$11K	Buy	+156	New	+$10.8K	﹤0.01%	379

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Psagot Value Holdings's IWP Position: Q2 2024 in Review

Psagot Value Holdings sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 26 shares — an estimated $3K sold.

Psagot Value Holdings first reported a position in IWP in Q2 2019 and held it in 5 quarters. The position peaked at $12K in Q4 2019. 1,017 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

Psagot Value Holdings reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Psagot Value Holdings sold 26 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $3K.
Psagot Value Holdings first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and held it in 5 quarters.
Psagot Value Holdings's iShares Russell Mid-Cap Growth ETF position peaked at $12K in Q4 2019.
1,017 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on Psagot Value Holdings's 13F filing for Q2 2024.