Wittenberg Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wittenberg Investment Management’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	-3,453	Closed	-$381K	–	76
2024 Q3	$381K	Hold	3,453	–	–	0.12%	60
2024 Q2	$381K	Hold	3,453	–	–	0.13%	64
2024 Q1	$394K	Hold	3,453	–	–	0.13%	65
2023 Q4	$361K	Hold	3,453	–	–	0.13%	66
2023 Q3	$315K	Hold	3,453	–	–	0.12%	67
2023 Q2	$334K	Buy	3,453 +3	+0.1%	+$273	0.12%	66
2023 Q1	$314K	Buy	3,450 +5	+0.1%	+$446	0.12%	67
2022 Q4	$288K	Buy	3,445 +18	+0.5%	+$1.51K	0.12%	68
2022 Q3	$269K	Hold	3,427	–	–	0.11%	68
2022 Q2	$271K	Buy	3,427 +2,418	+240%	+$211K	0.11%	72
2022 Q1	$101K	Buy	+1,009	New	+$100K	0.04%	73

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wittenberg Investment Management's IWP Position: Q4 2024 in Review

Wittenberg Investment Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2024, closing a stake of 3,453 shares — an estimated $381K sold.

Wittenberg Investment Management first reported a position in IWP in Q1 2022 and held it in 11 quarters. The position peaked at $394K in Q1 2024. 1,134 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

Wittenberg Investment Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Wittenberg Investment Management sold 3,453 iShares Russell Mid-Cap Growth ETF shares in Q4 2024, an estimated $381K.
Wittenberg Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and held it in 11 quarters.
Wittenberg Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $394K in Q1 2024.
1,134 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Wittenberg Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.