Clearview Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-280	Closed	-$27.1K	–	372
2023 Q2	$27.1K	Hold	280	–	–	0.03%	238
2023 Q1	$25.5K	Hold	280	–	–	0.03%	246
2022 Q4	$23.4K	Hold	280	–	–	0.02%	230
2022 Q3	$22K	Hold	280	–	–	0.02%	242
2022 Q2	$22K	Hold	280	–	–	0.02%	269
2022 Q1	$28K	Sell	280 -256	-48%	-$25.5K	0.02%	256
2021 Q4	$62K	Sell	536 -300	-36%	-$35K	0.04%	211
2021 Q3	$94K	Sell	836 -386	-32%	-$44.4K	0.06%	166
2021 Q2	$138K	Hold	1,222	–	–	0.09%	132
2021 Q1	$125K	Sell	1,222 -620	-34%	-$64.8K	0.08%	138
2020 Q4	$189K	Buy	+1,842	New	+$175K	0.13%	110

Other funds holding IWP

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

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

Clearview Wealth Advisors's IWP Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2023, closing a stake of 280 shares — an estimated $27.1K sold.

Clearview Wealth Advisors first reported a position in IWP in Q4 2020 and held it in 11 quarters. The position peaked at $189K in Q4 2020. 917 funds tracked by Wall St. Rank hold IWP as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 280 iShares Russell Mid-Cap Growth ETF shares in Q3 2023, an estimated $27.1K.
Clearview Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $189K in Q4 2020.
917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.