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Brown, Lisle/Cummings’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Brown, Lisle/Cummings’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
Q4 		– Sell
-170
Closed -$13.3K – 527
2022
Q3 		$13.3K Hold
170
– – 0.01% 350
2022
Q2 		$13.5K Hold
170
– – 0.01% 351
2022
Q1 		$17.1K Hold
170
– – 0.01% 346
2021
Q4 		$19.6K Buy
+170
New +$19.8K 0.01% 338

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Brown, Lisle/Cummings's IWP Position: Q4 2022 in Review

Brown, Lisle/Cummings sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2022, closing a stake of 170 shares — an estimated $13.3K sold.

Brown, Lisle/Cummings first reported a position in IWP in Q4 2021 and held it in 4 quarters. The position peaked at $19.6K in Q4 2021. 886 funds tracked by Wall St. Rank hold IWP as of Q4 2022.

  • Brown, Lisle/Cummings reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 170 iShares Russell Mid-Cap Growth ETF shares in Q4 2022, an estimated $13.3K.
  • Brown, Lisle/Cummings first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 4 quarters.
  • Brown, Lisle/Cummings's iShares Russell Mid-Cap Growth ETF position peaked at $19.6K in Q4 2021.
  • 886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2022.

Based on Brown, Lisle/Cummings's 13F filing for Q4 2022, filed 1 Jul 2024.