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FEG
Financial Enhancement Group’s
iShares Russell Mid-Cap Growth ETF
IWP
Stock Holding History
Financial Enhancement Group’s Portfolio
IWP Stock Details
IWP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-1,000
Closed
-$115K
–
331
2021
Q4
$115K
Hold
1,000
–
–
0.02%
120
2021
Q3
$112K
Hold
1,000
–
–
0.02%
117
2021
Q2
$113K
Hold
1,000
–
–
0.02%
105
2021
Q1
$102K
Hold
1,000
–
–
0.02%
109
2020
Q4
$103K
Hold
1,000
–
–
0.02%
113
2020
Q3
$86K
Hold
1,000
–
–
0.02%
109
2020
Q2
$79K
Hold
1,000
–
–
0.02%
116
2020
Q1
$61K
Hold
1,000
–
–
0.02%
125
2019
Q4
$76K
Hold
1,000
–
–
0.02%
110
2019
Q3
$71K
Hold
1,000
–
–
0.02%
108
2019
Q2
$71K
Hold
1,000
–
–
0.02%
114
2019
Q1
$68K
Hold
1,000
–
–
0.02%
128
2018
Q4
$68K
Hold
1,000
–
–
0.02%
116
2018
Q3
$68K
Hold
1,000
–
–
0.02%
116
2018
Q2
$63K
Hold
1,000
–
–
0.02%
112
2018
Q1
$61K
Buy
+1,000
New
+$62.4K
0.02%
119
Other funds holding IWP
TF
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$27.6B AUM
14.26%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
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$530B AUM
22.01%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
PNC Financial Services Group
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$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
Commonwealth Equity Services
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$71.6B AUM
21.08%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
CB
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Kansas City, Missouri
$20.7B AUM
23.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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