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AJ Wealth Strategies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

AJ Wealth Strategies’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 		$988K Buy
10,225
+6
+0.1% +$547 0.05% 132
2023
Q1 		$930K Buy
10,219
+12
+0.1% +$1.07K 0.05% 126
2022
Q4 		$853K Sell
10,207
-3,503
-26% -$295K 0.04% 143
2022
Q3 		$1.07M Buy
13,710
+16
+0.1% +$1.38K 0.06% 123
2022
Q2 		$1.08M Buy
13,694
+10
+0.1% +$871 0.06% 120
2022
Q1 		$1.38M Hold
13,684
– – 0.07% 120
2021
Q4 		$1.58M Hold
13,684
– – 0.07% 110
2021
Q3 		$1.53M Buy
13,684
+3,523
+35% +$405K 0.08% 101
2021
Q2 		$1.15M Sell
10,161
-159
-2% -$17K 0.07% 115
2021
Q1 		$1.05M Sell
10,320
-859
-8% -$89.8K 0.07% 112
2020
Q4 		$1.15M Buy
11,179
+5
+0% +$476 0.1% 97
2020
Q3 		$966K Buy
11,174
+8
+0.1% +$675 0.1% 90
2020
Q2 		$883K Buy
11,166
+7,158
+179% +$519K 0.1% 90
2020
Q1 		$244K Hold
4,008
– – 0.03% 145
2019
Q4 		$306K Sell
4,008
-130
-3% -$9.53K 0.04% 96
2019
Q3 		$292K Hold
4,138
– – 0.04% 90
2019
Q2 		$295K Hold
4,138
– – 0.04% 83
2019
Q1 		$281K Hold
4,138
– – 0.05% 88
2018
Q4 		$235K Hold
4,138
– – 0.05% 82
2018
Q3 		$281K Hold
4,138
– – 0.05% 83
2018
Q2 		$262K Sell
4,138
-1,874
-31% -$118K 0.05% 82
2018
Q1 		$370K Hold
6,012
– – 0.09% 66
2017
Q4 		$363K Hold
6,012
– – 0.09% 70
2017
Q3 		$340K Hold
6,012
– – 0.11% 60
2017
Q2 		$325K Buy
6,012
+142
+2% +$7.56K 0.12% 55
2017
Q1 		$305K Buy
5,870
+18
+0.3% +$919 0.13% 58
2016
Q4 		$285K Buy
+5,852
New +$282K 0.15% 56

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCIM
Bishop & Co Investment Management Erie, Pennsylvania $325M AUM 17.11% 1-Year Est. Return

AJ Wealth Strategies's IWP Position: Q2 2023 in Review

AJ Wealth Strategies increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.06% in Q2 2023, buying an estimated $547 and bringing the position to 10,225 shares worth $988K. The position accounts for 0.05% of the portfolio, ranked #132.

AJ Wealth Strategies first reported a position in IWP in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.58M in Q4 2021. 917 funds tracked by Wall St. Rank hold IWP as of Q2 2023.

  • AJ Wealth Strategies held 10,225 shares of iShares Russell Mid-Cap Growth ETF worth $988K as of Q2 2023.
  • AJ Wealth Strategies bought 6 iShares Russell Mid-Cap Growth ETF shares in Q2 2023, an estimated $547.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of AJ Wealth Strategies's portfolio in Q2 2023, its #132 holding.
  • AJ Wealth Strategies first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 27 quarters since.
  • AJ Wealth Strategies's iShares Russell Mid-Cap Growth ETF position peaked at $1.58M in Q4 2021.
  • 917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.