American Portfolios Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

American Portfolios 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
2022 Q3	$1.38M	Buy	17,584 +739	+4%	+$63.6K	0.06%	332
2022 Q2	$1.33M	Sell	16,845 -8,040	-32%	-$700K	0.05%	343
2022 Q1	$2.5M	Buy	24,885 +7,311	+42%	+$728K	0.09%	247
2021 Q4	$2.02M	Buy	17,574 +641	+4%	+$74.7K	0.07%	278
2021 Q3	$1.9M	Sell	16,933 -638	-4%	-$73.4K	0.07%	282
2021 Q2	$1.99M	Buy	17,571 +971	+6%	+$104K	0.08%	261
2021 Q1	$1.69M	Buy	16,600 +1,047	+7%	+$109K	0.07%	266
2020 Q4	$1.6M	Sell	15,553 -2,061	-12%	-$196K	0.08%	240
2020 Q3	$1.52M	Sell	17,614 -1,320	-7%	-$111K	0.09%	206
2020 Q2	$1.5M	Sell	18,934 -1,654	-8%	-$120K	0.1%	198
2020 Q1	$1.25M	Sell	20,588 -3,042	-13%	-$222K	0.1%	184
2019 Q4	$1.8M	Sell	23,630 -976	-4%	-$71.6K	0.13%	157
2019 Q3	$1.74M	Sell	24,606 -302	-1%	-$21.7K	0.14%	150
2019 Q2	$1.78M	Buy	24,908 +1,154	+5%	+$80.3K	0.15%	149
2019 Q1	$1.61M	Buy	23,754 +1,004	+4%	+$64.5K	0.15%	138
2018 Q4	$1.29M	Sell	22,750 -790	-3%	-$48.1K	0.16%	134
2018 Q3	$1.6M	Buy	23,540 +2,982	+15%	+$198K	0.18%	114
2018 Q2	$1.3M	Sell	20,558 -114	-0.6%	-$7.18K	0.18%	116
2018 Q1	$1.27M	Buy	20,672 +3,614	+21%	+$226K	0.19%	112
2017 Q4	$1.03M	Buy	+17,058	New	+$1M	0.16%	136

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

American Portfolios Advisors's IWP Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.4% in Q3 2022, buying an estimated $63.6K and bringing the position to 17,584 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #332.

American Portfolios Advisors first reported a position in IWP in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.5M in Q1 2022. 812 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

American Portfolios Advisors held 17,584 shares of iShares Russell Mid-Cap Growth ETF worth $1.38M as of Q3 2022.
American Portfolios Advisors bought 739 iShares Russell Mid-Cap Growth ETF shares in Q3 2022, an estimated $63.6K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of American Portfolios Advisors's portfolio in Q3 2022, its #332 holding.
American Portfolios Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $2.5M in Q1 2022.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.