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Strategic Wealth Partners Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Strategic Wealth Partners Group’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
Q1 		$9.4M Buy
82,353
+2,700
+3% +$292K 1.04% 20
2023
Q4 		$8.32M Sell
79,653
-2,045
-3% -$194K 1.05% 19
2023
Q3 		$7.48M Buy
81,698
+1,340
+2% +$128K 1.11% 20
2023
Q2 		$7.76M Buy
80,358
+6,787
+9% +$619K 1.12% 19
2023
Q1 		$6.5M Sell
73,571
-2,019
-3% -$180K 1.06% 19
2022
Q4 		$6.32M Sell
75,590
-1,362
-2% -$115K 1.34% 15
2022
Q3 		$6.04M Sell
76,952
-628
-0.8% -$54.1K 1.4% 15
2022
Q2 		$6.15M Buy
77,580
+489
+0.6% +$42.6K 1.37% 15
2022
Q1 		$7.75M Buy
77,091
+29
+0% +$2.89K 1.48% 14
2021
Q4 		$8.88M Sell
77,062
-537
-0.7% -$62.6K 1.54% 15
2021
Q3 		$8.7M Buy
+77,599
New +$8.93M 1.66% 14
2021
Q1 		$8.13M Sell
79,693
-93
-0.1% -$9.72K 1.63% 14
2020
Q4 		$8.19M Buy
79,786
+978
+1% +$93.1K 1.74% 14
2020
Q3 		$6.81M Sell
78,808
-1,144
-1% -$96.6K 1.65% 14
2020
Q2 		$6.32M Sell
79,952
-3,958
-5% -$287K 1.59% 15
2020
Q1 		$5.1M Buy
83,910
+2,580
+3% +$188K 1.48% 15
2019
Q4 		$6.21M Sell
81,330
-74
-0.1% -$5.42K 1.47% 15
2019
Q3 		$5.75M Buy
81,404
+196
+0.2% +$14.1K 1.58% 13
2019
Q2 		$5.79M Buy
81,208
+238
+0.3% +$16.6K 1.7% 13
2019
Q1 		$5.49M Sell
80,970
-2,090
-3% -$134K 1.79% 12
2018
Q4 		$4.72M Sell
83,060
-1,990
-2% -$121K 1.8% 12
2018
Q3 		$5.77K Sell
85,050
-1,796
-2% -$119K 0.12% 21
2018
Q2 		$5.5K Sell
86,846
-30
-0% -$1.89K 0.11% 38
2018
Q1 		$5.34K Sell
86,876
-2,806
-3% -$175K 0.42% 32
2017
Q4 		$5.41M Sell
89,682
-2,768
-3% -$163K 2.4% 10
2017
Q3 		$5.23M Buy
92,450
+408
+0.4% +$22.4K 2.33% 10
2017
Q2 		$4.97M Sell
92,042
-1,710
-2% -$91K 2.42% 11
2017
Q1 		$4.86M Sell
93,752
-3,086
-3% -$158K 2.47% 10
2016
Q4 		$4.72M Buy
96,838
+538
+0.6% +$25.9K 2.23% 9
2016
Q3 		$4.69M Sell
96,300
-982
-1% -$47.6K 2.46% 9
2016
Q2 		$4.55M Buy
+97,282
New +$4.5M 2.59% 9

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Wealth Partners Group's IWP Position: Q1 2024 in Review

Strategic Wealth Partners Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.4% in Q1 2024, buying an estimated $292K and bringing the position to 82,353 shares worth $9.4M. The position accounts for 1.04% of the portfolio, ranked #20.

Strategic Wealth Partners Group first reported a position in IWP in Q2 2016 and has held it in 31 quarters since. 1,037 funds tracked by Wall St. Rank hold IWP as of Q1 2024.

  • Strategic Wealth Partners Group held 82,353 shares of iShares Russell Mid-Cap Growth ETF worth $9.4M as of Q1 2024.
  • Strategic Wealth Partners Group bought 2,700 iShares Russell Mid-Cap Growth ETF shares in Q1 2024, an estimated $292K.
  • iShares Russell Mid-Cap Growth ETF made up 1.04% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #20 holding.
  • Strategic Wealth Partners Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2016 and has held it in 31 quarters since.
  • 1,037 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.