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Dowling & Yahnke’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Dowling & Yahnke’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
-1,928
Closed -$222K – 382
2021
Q4 		$222K Hold
1,928
– – 0.01% 357
2021
Q3 		$216K Buy
1,928
+16
+0.8% +$1.84K 0.01% 348
2021
Q2 		$216K Buy
+1,912
New +$204K 0.01% 344
2020
Q1 		– Sell
-36
Closed -$3K – 348
2019
Q4 		$3K Buy
+36
New +$2.64K ﹤0.01% 366

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 $71.6B AUM 21.08% 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

Dowling & Yahnke's IWP Position: Q1 2022 in Review

Dowling & Yahnke sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 1,928 shares — an estimated $222K sold.

Dowling & Yahnke first reported a position in IWP in Q4 2019 and held it in 4 quarters. The position peaked at $222K in Q4 2021. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

  • Dowling & Yahnke reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Dowling & Yahnke sold 1,928 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $222K.
  • Dowling & Yahnke first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 4 quarters.
  • Dowling & Yahnke's iShares Russell Mid-Cap Growth ETF position peaked at $222K in Q4 2021.
  • 898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Dowling & Yahnke's 13F filing for Q1 2022, filed 4 May 2022.