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Clark Financial Services Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Clark Financial Services Group’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
Q1 		$6.92M Buy
68,860
+615
+0.9% +$61.3K 5.08% 6
2021
Q4 		$7.86M Buy
68,245
+803
+1% +$93.6K 5.29% 6
2021
Q3 		$7.56M Buy
67,442
+2,132
+3% +$245K 5.82% 5
2021
Q2 		$7.39M Buy
65,310
+1,354
+2% +$145K 5.8% 4
2021
Q1 		$6.53M Buy
+63,956
New +$6.69M 5.53% 5

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Clark Financial Services Group's IWP Position: Q1 2022 in Review

Clark Financial Services Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.9% in Q1 2022, buying an estimated $61.3K and bringing the position to 68,860 shares worth $6.92M. The position accounts for 5.08% of the portfolio, ranked #6.

Clark Financial Services Group first reported a position in IWP in Q1 2021 and has held it in 5 quarters since. The position peaked at $7.86M in Q4 2021. 899 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

  • Clark Financial Services Group held 68,860 shares of iShares Russell Mid-Cap Growth ETF worth $6.92M as of Q1 2022.
  • Clark Financial Services Group bought 615 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $61.3K.
  • iShares Russell Mid-Cap Growth ETF made up 5.08% of Clark Financial Services Group's portfolio in Q1 2022, its #6 holding.
  • Clark Financial Services Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and has held it in 5 quarters since.
  • Clark Financial Services Group's iShares Russell Mid-Cap Growth ETF position peaked at $7.86M in Q4 2021.
  • 899 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Clark Financial Services Group's 13F filing for Q1 2022, filed 13 May 2022.