Wall Capital Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wall Capital 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
2023 Q4	$780K	Buy	+7,468	New	+$708K	0.88%	18

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wall Capital Group's IWP Position: Q4 2023 in Review

Wall Capital Group opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2023: 7,468 shares worth $780K. The stake represents 0.88% of the portfolio and ranks #18 among its holdings.

1,014 funds tracked by Wall St. Rank hold IWP as of Q4 2023.

Wall Capital Group held 7,468 shares of iShares Russell Mid-Cap Growth ETF worth $780K as of Q4 2023.
iShares Russell Mid-Cap Growth ETF was a new Wall Capital Group position in Q4 2023.
iShares Russell Mid-Cap Growth ETF made up 0.88% of Wall Capital Group's portfolio in Q4 2023, its #18 holding.
1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2023.

Based on Wall Capital Group's 13F filing for Q4 2023, filed 8 Feb 2024.