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

BT 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
2022 Q2	$202K	Hold	2,550	–	–	0.06%	65
2022 Q1	$256K	Hold	2,550	–	–	0.07%	60
2021 Q4	$294K	Hold	2,550	–	–	0.08%	54
2021 Q3	$286K	Hold	2,550	–	–	0.09%	44
2021 Q2	$289K	Hold	2,550	–	–	0.09%	46
2021 Q1	$260K	Sell	2,550 -236	-8%	-$24.7K	0.09%	47
2020 Q4	$286K	Hold	2,786	–	–	0.11%	49
2020 Q3	$241K	Hold	2,786	–	–	0.1%	51
2020 Q2	$220K	Buy	+2,786	New	+$202K	0.11%	49
2020 Q1	–	Sell	-9,706	Closed	-$740K	–	64
2019 Q4	$740K	Hold	9,706	–	–	0.38%	28
2019 Q3	$686K	Hold	9,706	–	–	0.38%	29
2019 Q2	$684K	Sell	9,706 -2,512	-21%	-$175K	0.4%	29
2019 Q1	$829K	Sell	12,218 -556	-4%	-$35.7K	0.49%	26
2018 Q4	$841K	Buy	+12,774	New	+$777K	0.36%	36

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCBT

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

BT Wealth Management's IWP Position: Q2 2022 in Review

BT Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2022 at 2,550 shares worth $202K. The position accounts for 0.06% of the portfolio, ranked #65.

BT Wealth Management first reported a position in IWP in Q4 2018 and has held it in 14 quarters since. The position peaked at $841K in Q4 2018. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

BT Wealth Management held 2,550 shares of iShares Russell Mid-Cap Growth ETF worth $202K as of Q2 2022.
BT Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2022.
iShares Russell Mid-Cap Growth ETF made up 0.06% of BT Wealth Management's portfolio in Q2 2022, its #65 holding.
BT Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 14 quarters since.
BT Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $841K in Q4 2018.
827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.