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Edge Capital Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Edge Capital 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
Q3 		– Sell
-1,069
Closed -$85K – 364
2022
Q2 		$85K Buy
+1,069
New +$93.1K 0.01% 311
2019
Q3 		– Sell
-6,478
Closed -$462K – 241
2019
Q2 		$462K Buy
+6,478
New +$451K 0.04% 179

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Edge Capital Group's IWP Position: Q3 2022 in Review

Edge Capital Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2022, closing a stake of 1,069 shares — an estimated $85K sold.

Edge Capital Group first reported a position in IWP in Q2 2019 and held it in 2 quarters. The position peaked at $462K in Q2 2019. 811 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

  • Edge Capital Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Edge Capital Group sold 1,069 iShares Russell Mid-Cap Growth ETF shares in Q3 2022, an estimated $85K.
  • Edge Capital Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and held it in 2 quarters.
  • Edge Capital Group's iShares Russell Mid-Cap Growth ETF position peaked at $462K in Q2 2019.
  • 811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

Based on Edge Capital Group's 13F filing for Q3 2022, filed 9 Nov 2022.