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Carl Stuart Investment Advisor’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Carl Stuart Investment Advisor’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 		– Sell
-240
Closed -$241K – 61
2022
Q1 		$241K Buy
+240
New +$23.9K 0.02% 92

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
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

Carl Stuart Investment Advisor's IWP Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2022, closing a stake of 240 shares — an estimated $241K sold.

Carl Stuart Investment Advisor first reported a position in IWP in Q1 2022 and held it in 1 quarter. The position peaked at $241K in Q1 2022. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 240 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $241K.
  • Carl Stuart Investment Advisor first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's iShares Russell Mid-Cap Growth ETF position peaked at $241K in Q1 2022.
  • 827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.