WI
IWP icon

Wintrust Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wintrust Investments’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 		$54K Sell
427
-61
-13% -$7.75K 0.05% 243
2024
Q3 		$57K Sell
488
-5,287
-92% -$591K 0.04% 297
2024
Q2 		$637K Buy
5,775
+11
+0.2% +$1.21K 0.05% 257
2024
Q1 		$658K Sell
5,764
-31
-0.5% -$3.35K 0.06% 244
2023
Q4 		$605K Sell
5,795
-231
-4% -$21.9K 0.06% 244
2023
Q3 		$551K Sell
6,026
-1,474
-20% -$141K 0.06% 247
2023
Q2 		$725K Sell
7,500
-110
-1% -$10K 0.07% 219
2023
Q1 		$693K Sell
7,610
-35
-0.5% -$3.12K 0.09% 167
2022
Q4 		$639K Buy
7,645
+5
+0.1% +$421 0.08% 183
2022
Q3 		$599K Sell
7,640
-38
-0.5% -$3.27K 0.08% 205
2022
Q2 		$608K Sell
7,678
-44
-0.6% -$3.83K 0.07% 202
2022
Q1 		$776K Buy
7,722
+172
+2% +$17.1K 0.07% 197
2021
Q4 		$870K Sell
7,550
-32
-0.4% -$3.73K 0.08% 189
2021
Q3 		$850K Sell
7,582
-940
-11% -$108K 0.11% 137
2021
Q2 		$965K Buy
8,522
+230
+3% +$24.6K 0.1% 164
2021
Q1 		$846K Buy
+8,292
New +$867K 0.09% 188
2020
Q4 		– Sell
-3,434
Closed -$297K – 279
2020
Q3 		$297K Buy
3,434
+2
+0.1% +$169 0.04% 269
2020
Q2 		$271K Buy
+3,432
New +$249K 0.04% 280

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wintrust Investments's IWP Position: Q4 2024 in Review

Wintrust Investments reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 13% in Q4 2024, selling an estimated $7.75K and leaving 427 shares worth $54K. The position accounts for 0.05% of the portfolio, ranked #243.

Wintrust Investments first reported a position in IWP in Q2 2020 and has held it in 18 quarters since. The position peaked at $965K in Q2 2021. 1,137 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

  • Wintrust Investments held 427 shares of iShares Russell Mid-Cap Growth ETF worth $54K as of Q4 2024.
  • Wintrust Investments sold 61 iShares Russell Mid-Cap Growth ETF shares in Q4 2024, an estimated $7.75K.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of Wintrust Investments's portfolio in Q4 2024, its #243 holding.
  • Wintrust Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 18 quarters since.
  • Wintrust Investments's iShares Russell Mid-Cap Growth ETF position peaked at $965K in Q2 2021.
  • 1,137 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.