AWM
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Axxcess Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Axxcess Wealth 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
2023
Q4 		– Sell
-3,067
Closed -$280K – 890
2023
Q3 		$280K Buy
+3,067
New +$293K 0.01% 620

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

Axxcess Wealth Management's IWP Position: Q4 2023 in Review

Axxcess Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2023, closing a stake of 3,067 shares — an estimated $280K sold.

Axxcess Wealth Management first reported a position in IWP in Q3 2023 and held it in 1 quarter. The position peaked at $280K in Q3 2023. 1,013 funds tracked by Wall St. Rank hold IWP as of Q4 2023.

  • Axxcess Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,067 iShares Russell Mid-Cap Growth ETF shares in Q4 2023, an estimated $280K.
  • Axxcess Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $280K in Q3 2023.
  • 1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.