Ahrens Investment Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ahrens Investment Partners’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 Q1	$3.88K	Buy	+43	New	+$3.84K	﹤0.01%	806
2022 Q3	–	Sell	-42	Closed	-$3K	–	539
2022 Q2	$3K	Hold	42	–	–	﹤0.01%	840
2022 Q1	$4K	Hold	42	–	–	﹤0.01%	882
2021 Q4	$5K	Buy	+42	New	+$4.9K	﹤0.01%	879

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Ahrens Investment Partners's IWP Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2023: 43 shares worth $3.88K. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in IWP as recently as Q2 2022.

Ahrens Investment Partners first reported a position in IWP in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q4 2021. 882 funds tracked by Wall St. Rank hold IWP as of Q1 2023.

Ahrens Investment Partners held 43 shares of iShares Russell Mid-Cap Growth ETF worth $3.88K as of Q1 2023.
iShares Russell Mid-Cap Growth ETF was a new Ahrens Investment Partners position in Q1 2023.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #806 holding.
Ahrens Investment Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's iShares Russell Mid-Cap Growth ETF position peaked at $5K in Q4 2021.
882 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.