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

Schechter 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
2025 Q1	$256K	Hold	2,183	–	–	0.02%	508
2024 Q4	$277K	Hold	2,183	–	–	0.02%	510
2024 Q3	$256K	Hold	2,183	–	–	0.02%	529
2024 Q2	$241K	Hold	2,183	–	–	0.02%	516
2024 Q1	$249K	Hold	2,183	–	–	0.02%	535
2023 Q4	$228K	Buy	+2,183	New	+$207K	0.02%	528
2023 Q3	–	Sell	-2,183	Closed	-$211K	–	654
2023 Q2	$211K	Buy	+2,183	New	+$199K	0.02%	580

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

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

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

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

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

Schechter Investment Advisors's IWP Position: Q1 2025 in Review

Schechter Investment Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2025 at 2,183 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #508.

Schechter Investment Advisors first reported a position in IWP in Q2 2023 and has held it in 7 quarters since. The position peaked at $277K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Schechter Investment Advisors held 2,183 shares of iShares Russell Mid-Cap Growth ETF worth $256K as of Q1 2025.
Schechter Investment Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2025.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #508 holding.
Schechter Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 7 quarters since.
Schechter Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $277K in Q4 2024.
1,085 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.