ARIS
IWP icon

Advanced Research Investment Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Advanced Research Investment Solutions’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
2022
Q2 		– Sell
-1,090
Closed -$110K – 159
2022
Q1 		$110K Buy
+1,090
New +$109K 0.05% 53

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Advanced Research Investment Solutions's IWP Position: Q2 2022 in Review

Advanced Research Investment Solutions sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2022, closing a stake of 1,090 shares — an estimated $110K sold.

Advanced Research Investment Solutions first reported a position in IWP in Q1 2022 and held it in 1 quarter. The position peaked at $110K in Q1 2022. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

  • Advanced Research Investment Solutions reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 1,090 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $110K.
  • Advanced Research Investment Solutions first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and held it in 1 quarter.
  • Advanced Research Investment Solutions's iShares Russell Mid-Cap Growth ETF position peaked at $110K in Q1 2022.
  • 827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q2 2022, filed 3 Aug 2022.