SCA
IWP icon

Snowden Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Snowden Capital 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
2026
Q1 		– Sell
-3,908
Closed -$535K – 1322
2025
Q4 		$535K Buy
+3,908
New +$546K 0.01% 769
2025
Q1 		– Sell
-2,694
Closed -$341K – 1235
2024
Q4 		$341K Buy
+2,694
New +$342K 0.01% 927
2023
Q3 		– Sell
-2,378
Closed -$230K – 1121
2023
Q2 		$230K Sell
2,378
-57
-2% -$5.19K 0.01% 1052
2023
Q1 		$222K Sell
2,435
-7,912
-76% -$706K 0.01% 1049
2022
Q4 		$865K Buy
+10,347
New +$871K 0.04% 482
2022
Q1 		– Sell
-558
Closed -$64K – 1554
2021
Q4 		$64K Buy
+558
New +$65.1K ﹤0.01% 967
2019
Q1 		– Sell
-6,730
Closed -$383K – 504
2018
Q4 		$383K Buy
+6,730
New +$409K 0.05% 334

Other funds holding IWP

Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return