Cardiff Park Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cardiff Park 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
2022 Q4	–	Sell	-140	Closed	-$11K	–	323
2022 Q3	$11K	Hold	140	–	–	﹤0.01%	299
2022 Q2	$11K	Sell	140 -1,493	-91%	-$130K	﹤0.01%	303
2022 Q1	$164K	Sell	1,633 -1,012	-38%	-$101K	0.02%	242
2021 Q4	$305K	Buy	+2,645	New	+$308K	0.04%	190

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Cardiff Park Advisors's IWP Position: Q4 2022 in Review

Cardiff Park Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2022, closing a stake of 140 shares — an estimated $11K sold.

Cardiff Park Advisors first reported a position in IWP in Q4 2021 and held it in 4 quarters. The position peaked at $305K in Q4 2021. 886 funds tracked by Wall St. Rank hold IWP as of Q4 2022.

Cardiff Park Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Cardiff Park Advisors sold 140 iShares Russell Mid-Cap Growth ETF shares in Q4 2022, an estimated $11K.
Cardiff Park Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 4 quarters.
Cardiff Park Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $305K in Q4 2021.
886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2022.

Based on Cardiff Park Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.