S.A. Mason’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

S.A. Mason’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	-515	Closed	-$60.4K	–	345
2024 Q3	$60.4K	Hold	515	–	–	0.03%	256
2024 Q2	$56.8K	Hold	515	–	–	0.03%	249
2024 Q1	$58.8K	Hold	515	–	–	0.04%	243
2023 Q4	$53.8K	Hold	515	–	–	0.04%	237
2023 Q3	$47K	Hold	515	–	–	0.03%	246
2023 Q2	$46.9K	Hold	515	–	–	0.03%	252
2023 Q1	$46.9K	Hold	515	–	–	0.03%	252
2022 Q4	$43.1K	Hold	515	–	–	0.03%	256
2022 Q3	$40K	Hold	515	–	–	0.03%	263
2022 Q2	$41K	Sell	515 -90	-15%	-$7.84K	0.03%	264
2022 Q1	$61K	Hold	605	–	–	0.04%	253
2021 Q4	$70K	Hold	605	–	–	0.04%	236
2021 Q3	$68K	Hold	605	–	–	0.04%	235
2021 Q2	$68K	Buy	605 +35	+6%	+$3.74K	0.05%	231
2021 Q1	$58K	Hold	570	–	–	0.04%	231
2020 Q4	$59K	Buy	+570	New	+$54.2K	0.05%	218
2020 Q2	–	Sell	-570	Closed	-$35K	–	336
2020 Q1	$35K	Hold	570	–	–	0.04%	224
2019 Q4	$43K	Buy	+570	New	+$41.8K	0.04%	238

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

S.A. Mason's IWP Position: Q4 2024 in Review

S.A. Mason sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2024, closing a stake of 515 shares — an estimated $60.4K sold.

S.A. Mason first reported a position in IWP in Q4 2019 and held it in 18 quarters. The position peaked at $70K in Q4 2021. 1,134 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

S.A. Mason reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
S.A. Mason sold 515 iShares Russell Mid-Cap Growth ETF shares in Q4 2024, an estimated $60.4K.
S.A. Mason first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 18 quarters.
S.A. Mason's iShares Russell Mid-Cap Growth ETF position peaked at $70K in Q4 2021.
1,134 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on S.A. Mason's 13F filing for Q4 2024, filed 24 Jan 2025.