Cedar Brook Financial Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cedar Brook Financial Partners’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
2024 Q2	–	Sell	-6,206	Closed	-$708K	–	222
2024 Q1	$708K	Hold	6,206	–	–	0.14%	163
2023 Q4	$641K	Hold	6,206	–	–	0.14%	155
2023 Q3	$567K	Hold	6,206	–	–	0.15%	150
2023 Q2	$600K	Hold	6,206	–	–	0.14%	152
2023 Q1	$565K	Hold	6,206	–	–	0.15%	162
2022 Q4	$519K	Hold	6,206	–	–	0.15%	167
2022 Q3	$487K	Hold	6,206	–	–	0.16%	166
2022 Q2	$492K	Hold	6,206	–	–	0.15%	167
2022 Q1	$624K	Hold	6,206	–	–	0.16%	155
2021 Q4	$715K	Hold	6,206	–	–	0.18%	133
2021 Q3	$696K	Buy	+6,206	New	+$714K	0.21%	121

Other funds holding IWP

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cedar Brook Financial Partners's IWP Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 6,206 shares — an estimated $708K sold.

Cedar Brook Financial Partners first reported a position in IWP in Q3 2021 and held it in 11 quarters. The position peaked at $715K in Q4 2021. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

Cedar Brook Financial Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 6,206 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $708K.
Cedar Brook Financial Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and held it in 11 quarters.
Cedar Brook Financial Partners's iShares Russell Mid-Cap Growth ETF position peaked at $715K in Q4 2021.
1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.