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

SpiderRock 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
Q3 		$442K Sell
3,770
-400
-10% -$44.7K 0.01% 649
2024
Q2 		$460K Buy
4,170
+436
+12% +$47.9K 0.01% 580
2024
Q1 		$416K Buy
+3,734
New +$404K 0.01% 573

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
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

SpiderRock Advisors's IWP Position: Q3 2024 in Review

SpiderRock Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 9.6% in Q3 2024, selling an estimated $44.7K and leaving 3,770 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #649.

SpiderRock Advisors first reported a position in IWP in Q1 2024 and has held it in 3 quarters since. The position peaked at $460K in Q2 2024. 1,018 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

  • SpiderRock Advisors held 3,770 shares of iShares Russell Mid-Cap Growth ETF worth $442K as of Q3 2024.
  • SpiderRock Advisors sold 400 iShares Russell Mid-Cap Growth ETF shares in Q3 2024, an estimated $44.7K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #649 holding.
  • SpiderRock Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $460K in Q2 2024.
  • 1,018 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.