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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Financial Enhancement Group's IWP Position: Q1 2022 in Review

Financial Enhancement Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 1,000 shares — an estimated $115K sold.

Financial Enhancement Group first reported a position in IWP in Q1 2018 and held it in 16 quarters. The position peaked at $115K in Q4 2021. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

Financial Enhancement Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Financial Enhancement Group sold 1,000 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $115K.
Financial Enhancement Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and held it in 16 quarters.
Financial Enhancement Group's iShares Russell Mid-Cap Growth ETF position peaked at $115K in Q4 2021.
898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Financial Enhancement Group's 13F filing for Q1 2022, filed 18 May 2022.