Websterrogers Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Websterrogers Financial Advisors’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 Q2	–	Sell	-2,450	Closed	-$280K	–	70
2024 Q1	$280K	Hold	2,450	–	–	0.1%	63
2023 Q4	$256K	Hold	2,450	–	–	0.11%	63
2023 Q3	$224K	Hold	2,450	–	–	0.1%	62
2023 Q2	$237K	Hold	2,450	–	–	0.1%	58
2023 Q1	$223K	Hold	2,450	–	–	0.1%	57
2022 Q4	$205K	Buy	+2,450	New	+$206K	0.1%	61
2022 Q2	–	Sell	-2,450	Closed	-$248K	–	62
2022 Q1	$248K	Buy	+2,450	New	+$244K	0.13%	58

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $374B AUM 17.66% 1-Year Est. Return

Websterrogers Financial Advisors's IWP Position: Q2 2024 in Review

Websterrogers Financial Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 2,450 shares — an estimated $280K sold.

Websterrogers Financial Advisors first reported a position in IWP in Q1 2022 and held it in 7 quarters. The position peaked at $280K in Q1 2024. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

Websterrogers Financial Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Websterrogers Financial Advisors sold 2,450 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $280K.
Websterrogers Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and held it in 7 quarters.
Websterrogers Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $280K in Q1 2024.
1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.