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Alpha Cubed Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Alpha Cubed Investments’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
-2,706
Closed -$246K – 276
2023
Q1 		$246K Buy
+2,706
New +$242K 0.02% 221

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 $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
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

Alpha Cubed Investments's IWP Position: Q2 2023 in Review

Alpha Cubed Investments sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2023, closing a stake of 2,706 shares — an estimated $246K sold.

Alpha Cubed Investments first reported a position in IWP in Q1 2023 and held it in 1 quarter. The position peaked at $246K in Q1 2023. 916 funds tracked by Wall St. Rank hold IWP as of Q2 2023.

  • Alpha Cubed Investments reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Alpha Cubed Investments sold 2,706 iShares Russell Mid-Cap Growth ETF shares in Q2 2023, an estimated $246K.
  • Alpha Cubed Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and held it in 1 quarter.
  • Alpha Cubed Investments's iShares Russell Mid-Cap Growth ETF position peaked at $246K in Q1 2023.
  • 916 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2023.

Based on Alpha Cubed Investments's 13F filing for Q2 2023, filed 20 Jul 2023.