SteelPeak Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

SteelPeak Wealth’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 Q2	–	Sell	-1,950	Closed	-$223K	–	566
2024 Q1	$223K	Buy	1,950 +4	+0.2%	+$433	0.01%	412
2023 Q4	$203K	Buy	+1,946	New	+$184K	0.01%	389
2022 Q1	–	Sell	-1,956	Closed	-$225K	–	451
2021 Q4	$225K	Buy	1,956 +10	+0.5%	+$1.17K	0.01%	370
2021 Q3	$218K	Hold	1,946	–	–	0.01%	381
2021 Q2	$220K	Buy	+1,946	New	+$208K	0.02%	379
2021 Q1	–	Sell	-1,946	Closed	-$200K	–	390
2020 Q4	$200K	Sell	1,946 -510	-21%	-$48.5K	0.02%	305
2020 Q3	$212K	Buy	+2,456	New	+$207K	0.02%	250
2020 Q1	–	Sell	-3,256	Closed	-$248K	–	274
2019 Q4	$248K	Buy	+3,256	New	+$239K	0.03%	216

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

SteelPeak Wealth's IWP Position: Q2 2024 in Review

SteelPeak Wealth sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 1,950 shares — an estimated $223K sold.

SteelPeak Wealth first reported a position in IWP in Q4 2019 and held it in 8 quarters. The position peaked at $248K in Q4 2019. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

SteelPeak Wealth reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
SteelPeak Wealth sold 1,950 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $223K.
SteelPeak Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 8 quarters.
SteelPeak Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $248K in Q4 2019.
1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on SteelPeak Wealth's 13F filing for Q2 2024, filed 17 Jul 2024.