Faithward Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Faithward Advisors’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
2024 Q1	–	Sell	-331	Closed	-$34.9K	–	282
2023 Q4	$34.9K	Hold	331	–	–	0.01%	197
2023 Q3	$30.3K	Buy	331 +131	+66%	+$12.5K	0.01%	192
2023 Q2	$19.1K	Sell	200 -241	-55%	-$22K	﹤0.01%	217
2023 Q1	$39.3K	Buy	441 +293	+198%	+$26.1K	0.01%	229
2022 Q4	$12.4K	Buy	+148	New	+$12.5K	﹤0.01%	223
2020 Q4	–	Sell	-700	Closed	-$61K	–	174
2020 Q3	$61K	Hold	700	–	–	0.01%	153
2020 Q2	$55K	Hold	700	–	–	0.01%	155
2020 Q1	$43K	Hold	700	–	–	0.01%	184
2019 Q4	$53K	Buy	+700	New	+$51.3K	0.01%	183

Other funds holding IWP

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Faithward Advisors's IWP Position: Q1 2024 in Review

Faithward Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2024, closing a stake of 331 shares — an estimated $34.9K sold.

Faithward Advisors first reported a position in IWP in Q4 2019 and held it in 9 quarters. The position peaked at $61K in Q3 2020. 1,037 funds tracked by Wall St. Rank hold IWP as of Q1 2024.

Faithward Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Faithward Advisors sold 331 iShares Russell Mid-Cap Growth ETF shares in Q1 2024, an estimated $34.9K.
Faithward Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 9 quarters.
Faithward Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $61K in Q3 2020.
1,037 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2024.

Based on Faithward Advisors's 13F filing for Q1 2024, filed 15 May 2024.