BDO Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

BDO Wealth 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
2023 Q2	$939K	Sell	9,718 -4,706	-33%	-$429K	0.11%	135
2023 Q1	$1.31M	Sell	14,424 -2,315	-14%	-$207K	0.16%	108
2022 Q4	$1.4M	Sell	16,739 -399	-2%	-$33.6K	0.17%	109
2022 Q3	$1.34M	Sell	17,138 -1,169	-6%	-$101K	0.18%	109
2022 Q2	$1.45M	Sell	18,307 -15	-0.1%	-$1.31K	0.18%	105
2022 Q1	$1.84M	Sell	18,322 -108	-0.6%	-$10.8K	0.2%	92
2021 Q4	$2.12M	Sell	18,430 -4,167	-18%	-$486K	0.22%	82
2021 Q3	$2.53M	Sell	22,597 -931	-4%	-$107K	0.28%	65
2021 Q2	$2.66M	Buy	23,528 +22	+0.1%	+$2.35K	0.29%	63
2021 Q1	$2.4M	Sell	23,506 -1,844	-7%	-$193K	0.28%	67
2020 Q4	$2.6M	Sell	25,350 -144	-0.6%	-$13.7K	0.37%	49
2020 Q3	$2.2M	Sell	25,494 -516	-2%	-$43.6K	0.36%	55
2020 Q2	$2.06M	Buy	26,010 +4,168	+19%	+$302K	0.36%	54
2020 Q1	$1.33M	Buy	21,842 +1,160	+6%	+$84.5K	0.27%	71
2019 Q4	$1.58M	Buy	20,682 +3,398	+20%	+$249K	0.41%	54
2019 Q3	$1.22M	Buy	17,284 +346	+2%	+$24.9K	0.31%	63
2019 Q2	$1.21M	Buy	16,938 +454	+3%	+$31.6K	0.33%	63
2019 Q1	$1.12M	Sell	16,484 -8,496	-34%	-$545K	0.32%	64
2018 Q4	$1.42M	Buy	24,980 +23,840	+2,091%	+$1.45M	0.49%	46
2018 Q3	$77K	Hold	1,140	–	–	0.02%	242
2018 Q2	$72K	Sell	1,140 -30	-3%	-$1.89K	0.02%	250
2018 Q1	$72K	Buy	1,170 +30	+3%	+$1.87K	0.03%	211
2017 Q4	$69K	Hold	1,140	–	–	0.03%	183
2017 Q3	$65K	Sell	1,140 -30	-3%	-$1.65K	0.03%	172
2017 Q2	$63K	Buy	+1,170	New	+$62.3K	0.03%	213

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

BDO Wealth Advisors's IWP Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 33% in Q2 2023, selling an estimated $429K and leaving 9,718 shares worth $939K. The position accounts for 0.11% of the portfolio, ranked #135.

BDO Wealth Advisors first reported a position in IWP in Q2 2017 and has held it in 25 quarters since. The position peaked at $2.66M in Q2 2021. 916 funds tracked by Wall St. Rank hold IWP as of Q2 2023.

BDO Wealth Advisors held 9,718 shares of iShares Russell Mid-Cap Growth ETF worth $939K as of Q2 2023.
BDO Wealth Advisors sold 4,706 iShares Russell Mid-Cap Growth ETF shares in Q2 2023, an estimated $429K.
iShares Russell Mid-Cap Growth ETF made up 0.11% of BDO Wealth Advisors's portfolio in Q2 2023, its #135 holding.
BDO Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $2.66M in Q2 2021.
916 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.