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

Bison Wealth’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	-47	Closed	-$4K	–	291
2022 Q2	$4K	Buy	+47	New	+$4.09K	﹤0.01%	303
2020 Q4	–	Sell	-370	Closed	-$32K	–	413
2020 Q3	$32K	Buy	+370	New	+$31.2K	0.02%	267
2020 Q2	–	Sell	-966	Closed	-$59K	–	367
2020 Q1	$59K	Buy	966 +58	+6%	+$4.23K	0.04%	228
2019 Q4	$69K	Buy	+908	New	+$66.6K	0.03%	282

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

Bison Wealth's IWP Position: Q3 2022 in Review

Bison Wealth sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2022, closing a stake of 47 shares — an estimated $4K sold.

Bison Wealth first reported a position in IWP in Q4 2019 and held it in 4 quarters. The position peaked at $69K in Q4 2019. 811 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

Bison Wealth reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Bison Wealth sold 47 iShares Russell Mid-Cap Growth ETF shares in Q3 2022, an estimated $4K.
Bison Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 4 quarters.
Bison Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $69K in Q4 2019.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.