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America First Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

America First Investment Advisors’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
2024
Q1 		– Sell
-202
Closed -$21.1K – 91
2023
Q4 		$21.1K Hold
202
– – 0.01% 79
2023
Q3 		$18.5K Hold
202
– – 0.01% 79
2023
Q2 		$19.5K Hold
202
– – 0.01% 81
2023
Q1 		$18.4K Hold
202
– – 0.01% 82
2022
Q4 		$17K Hold
202
– – 0.01% 70
2022
Q3 		$16K Buy
+202
New +$17.4K 0.01% 63

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

America First Investment Advisors's IWP Position: Q1 2024 in Review

America First Investment Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2024, closing a stake of 202 shares — an estimated $21.1K sold.

America First Investment Advisors first reported a position in IWP in Q3 2022 and held it in 6 quarters. The position peaked at $21.1K in Q4 2023. 1,037 funds tracked by Wall St. Rank hold IWP as of Q1 2024.

  • America First Investment Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • America First Investment Advisors sold 202 iShares Russell Mid-Cap Growth ETF shares in Q1 2024, an estimated $21.1K.
  • America First Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and held it in 6 quarters.
  • America First Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $21.1K in Q4 2023.
  • 1,037 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2024.

Based on America First Investment Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.