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

Fairhaven Wealth Management’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
2021 Q4	–	Sell	-2,047	Closed	-$229K	–	126
2021 Q3	$229K	Hold	2,047	–	–	0.09%	94
2021 Q2	$232K	Sell	2,047 -255	-11%	-$27.2K	0.09%	96
2021 Q1	$235K	Sell	2,302 -1,158	-33%	-$121K	0.1%	94
2020 Q4	$355K	Buy	3,460 +598	+21%	+$56.9K	0.16%	71
2020 Q3	$247K	Buy	+2,862	New	+$242K	0.15%	75

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

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

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

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

Fairhaven Wealth Management's IWP Position: Q4 2021 in Review

Fairhaven Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2021, closing a stake of 2,047 shares — an estimated $229K sold.

Fairhaven Wealth Management first reported a position in IWP in Q3 2020 and held it in 5 quarters. The position peaked at $355K in Q4 2020. 944 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

Fairhaven Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
Fairhaven Wealth Management sold 2,047 iShares Russell Mid-Cap Growth ETF shares in Q4 2021, an estimated $229K.
Fairhaven Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and held it in 5 quarters.
Fairhaven Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $355K in Q4 2020.
944 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on Fairhaven Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.