DW
IWP icon

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

Domani Wealth’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
Q2 		– Sell
-3,105
Closed -$312K – 117
2022
Q1 		$312K Buy
+3,105
New +$309K 0.07% 106
2017
Q2 		– Sell
-4,782
Closed -$248K – 97
2017
Q1 		$248K Sell
4,782
-938
-16% -$47.9K 0.1% 85
2016
Q4 		$279K Sell
5,720
-1,062
-16% -$51.2K 0.11% 78
2016
Q3 		$330K Sell
6,782
-1,430
-17% -$69.3K 0.13% 84
2016
Q2 		$384K Sell
8,212
-2,114
-20% -$97.8K 0.15% 74
2016
Q1 		$476K Sell
10,326
-2,602
-20% -$112K 0.18% 75
2015
Q4 		$594K Sell
12,928
-914
-7% -$42.5K 0.23% 64
2015
Q3 		$613K Buy
13,842
+400
+3% +$19K 0.35% 44
2015
Q2 		$651K Buy
13,442
+12,236
+1,015% +$604K 0.37% 43
2015
Q1 		$6.15K Buy
+1,206
New +$57.6K 0.11% 61

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 $501B 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
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return