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

Tyler-Stone 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 Q3	–	Sell	-214	Closed	-$23.6K	–	624
2024 Q2	$23.6K	Hold	214	–	–	0.01%	495
2024 Q1	$24.4K	Hold	214	–	–	0.01%	492
2023 Q4	$22.4K	Hold	214	–	–	0.01%	482
2023 Q3	$20K	Hold	214	–	–	0.01%	480
2023 Q2	$21K	Buy	+214	New	+$19.5K	0.01%	478
2022 Q4	$18K	Hold	214	–	–	0.01%	454
2022 Q3	$17K	Sell	214 -2,596	-92%	-$223K	0.01%	458
2022 Q2	$223K	Hold	2,810	–	–	0.15%	135
2022 Q1	$282K	Hold	2,810	–	–	0.16%	134
2021 Q4	$324K	Buy	+2,810	New	+$328K	0.17%	116

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Tyler-Stone Wealth Management's IWP Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2024, closing a stake of 214 shares — an estimated $23.6K sold.

Tyler-Stone Wealth Management first reported a position in IWP in Q4 2021 and held it in 10 quarters. The position peaked at $324K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 214 iShares Russell Mid-Cap Growth ETF shares in Q3 2024, an estimated $23.6K.
Tyler-Stone Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $324K in Q4 2021.
1,017 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.