Retirement Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Retirement Group’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 Q1	$121K	Hold	1,061	–	–	0.04%	146
2023 Q4	$111K	Hold	1,061	–	–	0.04%	148
2023 Q3	$96.9K	Hold	1,061	–	–	0.04%	147
2023 Q2	$102K	Buy	1,061 +1	+0.1%	+$91	0.04%	142
2023 Q1	$97K	Hold	1,060	–	–	0.04%	137
2022 Q4	$89K	Buy	1,060 +1,034	+3,977%	+$87K	0.04%	134
2022 Q3	$2K	Sell	26 -1,091	-98%	-$93.9K	﹤0.01%	403
2022 Q2	$88K	Sell	1,117 -90	-7%	-$7.84K	0.04%	164
2022 Q1	$121K	Sell	1,207 -2	-0.2%	-$199	0.05%	150
2021 Q4	$139K	Hold	1,209	–	–	0.06%	140
2021 Q3	$135K	Hold	1,209	–	–	0.06%	145
2021 Q2	$137K	Sell	1,209 -118	-9%	-$12.6K	0.07%	138
2021 Q1	$135K	Hold	1,327	–	–	0.06%	157
2020 Q4	$136K	Sell	1,327 -1	-0.1%	-$95	0.06%	153
2020 Q3	$115K	Hold	1,328	–	–	0.06%	170
2020 Q2	$105K	Buy	+1,328	New	+$96.3K	0.07%	161
2019 Q4	$117K	Buy	+1,528	New	+$112K	0.08%	153

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Retirement Group's IWP Position: Q1 2024 in Review

Retirement Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2024 at 1,061 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #146.

Retirement Group first reported a position in IWP in Q4 2019 and has held it in 17 quarters since. The position peaked at $139K in Q4 2021. 1,037 funds tracked by Wall St. Rank hold IWP as of Q1 2024.

Retirement Group held 1,061 shares of iShares Russell Mid-Cap Growth ETF worth $121K as of Q1 2024.
Retirement Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2024.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Retirement Group's portfolio in Q1 2024, its #146 holding.
Retirement Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's iShares Russell Mid-Cap Growth ETF position peaked at $139K in Q4 2021.
1,037 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.