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WR Wealth Planners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WR Wealth Planners’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 		$2.28K Hold
18
– – ﹤0.01% 834
2024
Q3 		$2.11K Buy
+18
New +$2.01K ﹤0.01% 898
2023
Q1 		– Sell
-21
Closed -$1.76K – 943
2022
Q4 		$1.76K Buy
+21
New +$1.77K ﹤0.01% 398

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WR Wealth Planners's IWP Position: Q4 2024 in Review

WR Wealth Planners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2024 at 18 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

WR Wealth Planners first reported a position in IWP in Q4 2022 and has held it in 3 quarters since. 1,135 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

  • WR Wealth Planners held 18 shares of iShares Russell Mid-Cap Growth ETF worth $2.28K as of Q4 2024.
  • WR Wealth Planners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2024.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #834 holding.
  • WR Wealth Planners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 3 quarters since.
  • 1,135 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.