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

CMC Financial 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	–	Sell	-25,468	Closed	-$2.93M	–	36
2021 Q4	$2.93M	Buy	+25,468	New	+$2.97M	1.58%	11
2020 Q1	–	Sell	-7,094	Closed	-$541K	–	37
2019 Q4	$541K	Buy	+7,094	New	+$520K	0.46%	23

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

CMC Financial Group's IWP Position: Q1 2022 in Review

CMC Financial Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 25,468 shares — an estimated $2.93M sold.

CMC Financial Group first reported a position in IWP in Q4 2019 and held it in 2 quarters. The position peaked at $2.93M in Q4 2021. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

CMC Financial Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
CMC Financial Group sold 25,468 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $2.93M.
CMC Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 2 quarters.
CMC Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $2.93M in Q4 2021.
898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on CMC Financial Group's 13F filing for Q1 2022, filed 9 May 2022.