Armbruster Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Armbruster Capital Management’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	–	Sell	-4,066	Closed	-$322K	–	108
2022 Q2	$322K	Sell	4,066 -8,686	-68%	-$756K	0.09%	88
2022 Q1	$1.28M	Sell	12,752 -14,366	-53%	-$1.43M	0.31%	47
2021 Q4	$3.13M	Buy	+27,118	New	+$3.16M	0.72%	37

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 $374B AUM 17.66% 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

FCBT

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFIMH

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

Armbruster Capital Management's IWP Position: Q3 2022 in Review

Armbruster Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2022, closing a stake of 4,066 shares — an estimated $322K sold.

Armbruster Capital Management first reported a position in IWP in Q4 2021 and held it in 3 quarters. The position peaked at $3.13M in Q4 2021. 811 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

Armbruster Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Armbruster Capital Management sold 4,066 iShares Russell Mid-Cap Growth ETF shares in Q3 2022, an estimated $322K.
Armbruster Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 3 quarters.
Armbruster Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $3.13M in Q4 2021.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

Based on Armbruster Capital Management's 13F filing for Q3 2022, filed 19 Oct 2022.