Tallon Kerry Patrick’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Tallon Kerry Patrick’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	$1.87M	Buy	+14,694	New	+$1.87M	1.8%	18

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tallon Kerry Patrick's IWP Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2024: 14,694 shares worth $1.87M. The stake represents 1.8% of the portfolio and ranks #18 among its holdings.

1,137 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

Tallon Kerry Patrick held 14,694 shares of iShares Russell Mid-Cap Growth ETF worth $1.87M as of Q4 2024.
iShares Russell Mid-Cap Growth ETF was a new Tallon Kerry Patrick position in Q4 2024.
iShares Russell Mid-Cap Growth ETF made up 1.8% of Tallon Kerry Patrick's portfolio in Q4 2024, its #18 holding.
1,137 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.