VWM
IWP icon

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

Venturi 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
2025
Q1 		– Sell
-1,344
Closed -$170K – 1226
2024
Q4 		$170K Hold
1,344
– – 0.01% 590
2024
Q3 		$158K Buy
1,344
+1,114
+484% +$125K 0.01% 472
2024
Q2 		$25.4K Hold
230
– – ﹤0.01% 877
2024
Q1 		$26.3K Hold
230
– – ﹤0.01% 658
2023
Q4 		$24K Hold
230
– – ﹤0.01% 648
2023
Q3 		$21K Hold
230
– – ﹤0.01% 615
2023
Q2 		$22.2K Hold
230
– – ﹤0.01% 533
2023
Q1 		$20.9K Buy
+230
New +$20.5K ﹤0.01% 589
2021
Q1 		– Sell
-5,892
Closed -$605K – 317
2020
Q4 		$605K Buy
+5,892
New +$561K 0.06% 205
2016
Q1 		– Sell
-5,072
Closed -$233K – 141
2015
Q4 		$233K Buy
+5,072
New +$236K 0.11% 113

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return