Woodmont Investment Counsel’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Woodmont Investment Counsel’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	-949	Closed	-$108K	–	304
2024 Q1	$108K	Buy	+949	New	+$103K	0.01%	271
2022 Q2	–	Sell	-2,019	Closed	-$203K	–	241
2022 Q1	$203K	Buy	2,019 +36	+2%	+$3.58K	0.02%	235
2021 Q4	$229K	Hold	1,983	–	–	0.03%	200
2021 Q3	$222K	Hold	1,983	–	–	0.03%	194
2021 Q2	$225K	Buy	+1,983	New	+$212K	0.04%	186

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 $79.5B AUM 27.1% 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 22.96% 1-Year Est. Return

Woodmont Investment Counsel's IWP Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 949 shares — an estimated $108K sold.

Woodmont Investment Counsel first reported a position in IWP in Q2 2021 and held it in 5 quarters. The position peaked at $229K in Q4 2021. 1,015 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

Woodmont Investment Counsel reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 949 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $108K.
Woodmont Investment Counsel first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and held it in 5 quarters.
Woodmont Investment Counsel's iShares Russell Mid-Cap Growth ETF position peaked at $229K in Q4 2021.
1,015 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.