RE Dickinson Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

RE Dickinson Investment Advisors’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	$16.5K	Hold	130	–	–	0.01%	146
2024 Q3	$15.2K	Hold	130	–	–	0.01%	146
2024 Q2	$14.3K	Hold	130	–	–	0.01%	147
2024 Q1	$15K	Hold	130	–	–	0.01%	141
2023 Q4	$14K	Hold	130	–	–	0.01%	148
2023 Q3	$12K	Hold	130	–	–	0.01%	165
2023 Q2	$13K	Hold	130	–	–	﹤0.01%	244
2023 Q1	$12K	Hold	130	–	–	﹤0.01%	254
2022 Q4	$11K	Sell	130 -187	-59%	-$15.7K	﹤0.01%	250
2022 Q3	$25K	Hold	317	–	–	0.02%	99
2022 Q2	$25K	Hold	317	–	–	﹤0.01%	108
2022 Q1	$32K	Buy	317 +156	+97%	+$15.5K	0.02%	114
2021 Q4	$19K	Buy	+161	New	+$18.8K	0.01%	143

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

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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RE Dickinson Investment Advisors's IWP Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2024 at 130 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #146.

RE Dickinson Investment Advisors first reported a position in IWP in Q4 2021 and has held it in 13 quarters since. The position peaked at $32K in Q1 2022. 1,138 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

RE Dickinson Investment Advisors held 130 shares of iShares Russell Mid-Cap Growth ETF worth $16.5K as of Q4 2024.
RE Dickinson Investment Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2024.
iShares Russell Mid-Cap Growth ETF made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #146 holding.
RE Dickinson Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $32K in Q1 2022.
1,138 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.