Sweet Financial Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sweet Financial Partners’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	$830K	Hold	7,077	–	–	0.18%	91
2024 Q2	$781K	Hold	7,077	–	–	0.18%	89
2024 Q1	$808K	Sell	7,077 -566	-7%	-$61.2K	0.19%	88
2023 Q4	$798K	Hold	7,643	–	–	0.19%	84
2023 Q3	$698K	Hold	7,643	–	–	0.18%	81
2023 Q2	$739K	Hold	7,643	–	–	0.19%	77
2023 Q1	$696K	Hold	7,643	–	–	0.19%	82
2022 Q4	$639K	Sell	7,643 -230	-3%	-$19.4K	0.19%	85
2022 Q3	$617K	Buy	7,873 +1,517	+24%	+$131K	0.2%	75
2022 Q2	$504K	Hold	6,356	–	–	0.16%	84
2022 Q1	$639K	Buy	6,356 +566	+10%	+$56.4K	0.17%	76
2021 Q4	$667K	Buy	+5,790	New	+$675K	0.28%	52

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Sweet Financial Partners's IWP Position: Q3 2024 in Review

Sweet Financial Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2024 at 7,077 shares worth $830K. The position accounts for 0.18% of the portfolio, ranked #91.

Sweet Financial Partners first reported a position in IWP in Q4 2021 and has held it in 12 quarters since. 1,023 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

Sweet Financial Partners held 7,077 shares of iShares Russell Mid-Cap Growth ETF worth $830K as of Q3 2024.
Sweet Financial Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2024.
iShares Russell Mid-Cap Growth ETF made up 0.18% of Sweet Financial Partners's portfolio in Q3 2024, its #91 holding.
Sweet Financial Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.