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	$165K	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	$25	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 $1.66T 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 San Francisco, California $501B 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 Minneapolis, Minnesota $431B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return