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Voisard Asset Management Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Voisard Asset Management Group’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 		– Sell
-1,177
Closed -$138K – 374
2024
Q3 		$138K Sell
1,177
-143
-11% -$16K 0.06% 111
2024
Q2 		$146K Buy
1,320
+800
+154% +$87.9K 0.07% 73
2024
Q1 		$59.4K Hold
520
– – 0.03% 123
2023
Q4 		$54.3K Buy
+520
New +$49.3K 0.03% 132

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 $71.6B AUM 21.08% 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

Voisard Asset Management Group's IWP Position: Q4 2024 in Review

Voisard Asset Management Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2024, closing a stake of 1,177 shares — an estimated $138K sold.

Voisard Asset Management Group first reported a position in IWP in Q4 2023 and held it in 4 quarters. The position peaked at $146K in Q2 2024. 1,134 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

  • Voisard Asset Management Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 1,177 iShares Russell Mid-Cap Growth ETF shares in Q4 2024, an estimated $138K.
  • Voisard Asset Management Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's iShares Russell Mid-Cap Growth ETF position peaked at $146K in Q2 2024.
  • 1,134 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.