TD Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

TD Capital 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
2023 Q4	–	Sell	-91	Closed	-$8.31K	–	421
2023 Q3	$8.31K	Buy	+91	New	+$8.7K	﹤0.01%	291
2020 Q1	–	Sell	-116	Closed	-$9K	–	264
2019 Q4	$9K	Hold	116	–	–	﹤0.01%	180
2019 Q3	$8K	Sell	116 -18	-13%	-$1.29K	﹤0.01%	183
2019 Q2	$10K	Buy	+134	New	+$9.32K	﹤0.01%	171

Other funds holding IWP

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TD Capital Management's IWP Position: Q4 2023 in Review

TD Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2023, closing a stake of 91 shares — an estimated $8.31K sold.

TD Capital Management first reported a position in IWP in Q2 2019 and held it in 4 quarters. The position peaked at $10K in Q2 2019. 1,016 funds tracked by Wall St. Rank hold IWP as of Q4 2023.

TD Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
TD Capital Management sold 91 iShares Russell Mid-Cap Growth ETF shares in Q4 2023, an estimated $8.31K.
TD Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and held it in 4 quarters.
TD Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $10K in Q2 2019.
1,016 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2023.

Based on TD Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.