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Fiduciary Alliance’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-192
Closed -$18.6K – 555
2023
Q2 		$18.6K Buy
+192
New +$17.5K ﹤0.01% 467
2023
Q1 		– Sell
-736
Closed -$61.5K – 497
2022
Q4 		$61.5K Buy
+736
New +$61.9K 0.02% 206

Other funds holding IWP

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fiduciary Alliance's IWP Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2023, closing a stake of 192 shares — an estimated $18.6K sold.

Fiduciary Alliance first reported a position in IWP in Q4 2022 and held it in 2 quarters. The position peaked at $61.5K in Q4 2022. 917 funds tracked by Wall St. Rank hold IWP as of Q3 2023.

  • Fiduciary Alliance reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 192 iShares Russell Mid-Cap Growth ETF shares in Q3 2023, an estimated $18.6K.
  • Fiduciary Alliance first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's iShares Russell Mid-Cap Growth ETF position peaked at $61.5K in Q4 2022.
  • 917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.