Welch & Forbes’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Welch & Forbes’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	-1,873	Closed	-$214K	–	378
2024 Q1	$214K	Sell	1,873 -175	-9%	-$18.9K	﹤0.01%	367
2023 Q4	$214K	Buy	+2,048	New	+$194K	﹤0.01%	353
2022 Q1	–	Sell	-2,127	Closed	-$245K	–	404
2021 Q4	$245K	Hold	2,127	–	–	﹤0.01%	360
2021 Q3	$238K	Sell	2,127 -250	-11%	-$28.8K	﹤0.01%	366
2021 Q2	$269K	Hold	2,377	–	–	﹤0.01%	358
2021 Q1	$243K	Sell	2,377 -23	-1%	-$2.4K	﹤0.01%	362
2020 Q4	$246K	Hold	2,400	–	–	﹤0.01%	358
2020 Q3	$207K	Sell	2,400 -446	-16%	-$37.6K	﹤0.01%	343
2020 Q2	$225K	Buy	+2,846	New	+$206K	0.01%	335
2020 Q1	–	Sell	-3,196	Closed	-$244K	–	345
2019 Q4	$244K	Buy	+3,196	New	+$234K	0.01%	329
2019 Q2	–	Sell	-3,004	Closed	-$204K	–	354
2019 Q1	$204K	Buy	+3,004	New	+$193K	0.01%	336

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

Welch & Forbes's IWP Position: Q2 2024 in Review

Welch & Forbes sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 1,873 shares — an estimated $214K sold.

Welch & Forbes first reported a position in IWP in Q1 2019 and held it in 11 quarters. The position peaked at $269K in Q2 2021. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

Welch & Forbes reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Welch & Forbes sold 1,873 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $214K.
Welch & Forbes first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and held it in 11 quarters.
Welch & Forbes's iShares Russell Mid-Cap Growth ETF position peaked at $269K in Q2 2021.
1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on Welch & Forbes's 13F filing for Q2 2024, filed 2 Aug 2024.