Accel Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Accel Wealth 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
2023 Q2	–	Sell	-409	Closed	-$37.2K	–	531
2023 Q1	$37.2K	Buy	409 +210	+106%	+$18.7K	0.02%	549
2022 Q4	$16.6K	Sell	199 -14	-7%	-$1.18K	0.01%	595
2022 Q3	$18K	Buy	213 +180	+545%	+$15.5K	0.01%	591
2022 Q2	$3K	Hold	33	–	–	﹤0.01%	857
2022 Q1	$3K	Hold	33	–	–	﹤0.01%	854
2021 Q4	$4K	Hold	33	–	–	﹤0.01%	841
2021 Q3	$4K	Hold	33	–	–	﹤0.01%	767
2021 Q2	$4K	Hold	33	–	–	﹤0.01%	824
2021 Q1	$3K	Buy	33 +19	+136%	+$1.99K	﹤0.01%	805
2020 Q4	$1K	Buy	+14	New	+$1.33K	﹤0.01%	810

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $292M AUM 14.59% 1-Year Est. Return

Accel Wealth Management's IWP Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2023, closing a stake of 409 shares — an estimated $37.2K sold.

Accel Wealth Management first reported a position in IWP in Q4 2020 and held it in 10 quarters. The position peaked at $37.2K in Q1 2023. 916 funds tracked by Wall St. Rank hold IWP as of Q2 2023.

Accel Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 409 iShares Russell Mid-Cap Growth ETF shares in Q2 2023, an estimated $37.2K.
Accel Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $37.2K in Q1 2023.
916 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.