TWP
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Tempus Wealth Planning’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Tempus Wealth Planning’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 		– Sell
-18,894
Closed -$1.97M – 203
2023
Q4 		$1.97M Buy
+18,894
New +$1.79M 0.87% 30
2023
Q3 		– Sell
-20,098
Closed -$1.94M – 180
2023
Q2 		$1.94M Buy
+20,098
New +$1.83M 0.88% 29

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tempus Wealth Planning's IWP Position: Q1 2024 in Review

Tempus Wealth Planning sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2024, closing a stake of 18,894 shares — an estimated $1.97M sold.

Tempus Wealth Planning first reported a position in IWP in Q2 2023 and held it in 2 quarters. The position peaked at $1.97M in Q4 2023. 1,041 funds tracked by Wall St. Rank hold IWP as of Q1 2024.

  • Tempus Wealth Planning reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Tempus Wealth Planning sold 18,894 iShares Russell Mid-Cap Growth ETF shares in Q1 2024, an estimated $1.97M.
  • Tempus Wealth Planning first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and held it in 2 quarters.
  • Tempus Wealth Planning's iShares Russell Mid-Cap Growth ETF position peaked at $1.97M in Q4 2023.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2024.

Based on Tempus Wealth Planning's 13F filing for Q1 2024, filed 19 Apr 2024.