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

Castle 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
Q4 		– Sell
-90
Closed -$7K – 365
2022
Q3 		$7K Hold
90
– – ﹤0.01% 467
2022
Q2 		$7K Buy
+90
New +$7.84K ﹤0.01% 451

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

Castle Wealth Management's IWP Position: Q4 2022 in Review

Castle Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2022, closing a stake of 90 shares — an estimated $7K sold.

Castle Wealth Management first reported a position in IWP in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 886 funds tracked by Wall St. Rank hold IWP as of Q4 2022.

  • Castle Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 90 iShares Russell Mid-Cap Growth ETF shares in Q4 2022, an estimated $7K.
  • Castle Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $7K in Q3 2022.
  • 886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.