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

Sugarloaf Wealth Management’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 Q4	$211K	Hold	1,668	–	–	0.04%	156
2024 Q3	$196K	Hold	1,668	–	–	0.04%	170
2024 Q2	$184K	Hold	1,668	–	–	0.04%	156
2024 Q1	$190K	Hold	1,668	–	–	0.04%	153
2023 Q4	$174K	Hold	1,668	–	–	0.04%	160
2023 Q3	$152K	Hold	1,668	–	–	0.04%	166
2023 Q2	$161K	Hold	1,668	–	–	0.04%	164
2023 Q1	$152K	Hold	1,668	–	–	0.04%	157
2022 Q4	$139K	Hold	1,668	–	–	0.04%	159
2022 Q3	$131K	Hold	1,668	–	–	0.03%	166
2022 Q2	$132K	Hold	1,668	–	–	0.03%	162
2022 Q1	$168K	Hold	1,668	–	–	0.04%	136
2021 Q4	$192K	Hold	1,668	–	–	0.05%	130
2021 Q3	$187K	Hold	1,668	–	–	0.05%	129
2021 Q2	$189K	Sell	1,668 -323	-16%	-$34.5K	0.05%	132
2021 Q1	$203	Sell	1,991 -5	-0.3%	-$523	0.06%	124
2020 Q4	$205K	Buy	1,996 +328	+20%	+$31.2K	0.07%	112
2020 Q3	$144K	Hold	1,668	–	–	0.05%	132
2020 Q2	$132K	Hold	1,668	–	–	0.05%	138
2020 Q1	$101K	Hold	1,668	–	–	0.05%	154
2019 Q4	$127K	Buy	+1,668	New	+$122K	0.05%	148

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

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

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

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

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

Sugarloaf Wealth Management's IWP Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2024 at 1,668 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #156.

Sugarloaf Wealth Management first reported a position in IWP in Q4 2019 and has held it in 21 quarters since. 1,134 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

Sugarloaf Wealth Management held 1,668 shares of iShares Russell Mid-Cap Growth ETF worth $211K as of Q4 2024.
Sugarloaf Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2024.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #156 holding.
Sugarloaf Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 21 quarters since.
1,134 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.