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Unionview LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Unionview LLC’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 		$374K Buy
2,947
+1
+0% +$127 0.27% 54
2024
Q3 		$346K Buy
2,946
+1
+0% +$112 0.27% 58
2024
Q2 		$325K Hold
2,945
– – 0.27% 58
2024
Q1 		$336K Buy
2,945
+1
+0% +$108 0.28% 56
2023
Q4 		$308K Buy
2,944
+163
+6% +$15.5K 0.28% 58
2023
Q3 		$254K Sell
2,781
-50
-2% -$4.78K 0.24% 68
2023
Q2 		$274K Buy
2,831
+105
+4% +$9.57K 0.25% 67
2023
Q1 		$248K Buy
+2,726
New +$243K 0.23% 71

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Unionview LLC's IWP Position: Q4 2024 in Review

Unionview LLC increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.03% in Q4 2024, buying an estimated $127 and bringing the position to 2,947 shares worth $374K. The position accounts for 0.27% of the portfolio, ranked #54.

Unionview LLC first reported a position in IWP in Q1 2023 and has held it in 8 quarters since. 1,135 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

  • Unionview LLC held 2,947 shares of iShares Russell Mid-Cap Growth ETF worth $374K as of Q4 2024.
  • Unionview LLC bought 1 iShares Russell Mid-Cap Growth ETF share in Q4 2024, an estimated $127.
  • iShares Russell Mid-Cap Growth ETF made up 0.27% of Unionview LLC's portfolio in Q4 2024, its #54 holding.
  • Unionview LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 8 quarters since.
  • 1,135 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.