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

Financial Life 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
2022 Q2	–	Sell	-2,514	Closed	-$253K	–	53
2022 Q1	$253K	Sell	2,514 -2	-0.1%	-$199	0.1%	50
2021 Q4	$290K	Sell	2,516 -94	-4%	-$11K	0.11%	48
2021 Q3	$293K	Sell	2,610 -145	-5%	-$16.7K	0.12%	45
2021 Q2	$312K	Sell	2,755 -206	-7%	-$22K	0.13%	45
2021 Q1	$302K	Sell	2,961 -110	-4%	-$11.5K	0.14%	44
2020 Q4	$315K	Sell	3,071 -65	-2%	-$6.18K	0.16%	41
2020 Q3	$271K	Buy	+3,136	New	+$265K	0.14%	43
2020 Q1	–	Sell	-3,282	Closed	-$250K	–	32
2019 Q4	$250K	Sell	3,282 -18	-0.5%	-$1.32K	0.15%	44
2019 Q3	$233K	Sell	3,300 -424	-11%	-$30.5K	0.15%	45
2019 Q2	$266K	Sell	3,724 -188	-5%	-$13.1K	0.18%	45
2019 Q1	$265K	Sell	3,912 -1,034	-21%	-$66.4K	0.18%	46
2018 Q4	$281K	Hold	4,946	–	–	0.22%	45
2018 Q3	$335K	Sell	4,946 -72	-1%	-$4.79K	0.25%	42
2018 Q2	$318K	Sell	5,018 -436	-8%	-$27.4K	0.26%	41
2018 Q1	$327K	Sell	5,454 -178	-3%	-$11.1K	0.3%	41
2017 Q4	$340K	Buy	+5,632	New	+$331K	0.27%	43

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Financial Life Advisors's IWP Position: Q2 2022 in Review

Financial Life Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2022, closing a stake of 2,514 shares — an estimated $253K sold.

Financial Life Advisors first reported a position in IWP in Q4 2017 and held it in 16 quarters. The position peaked at $340K in Q4 2017. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

Financial Life Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Financial Life Advisors sold 2,514 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $253K.
Financial Life Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and held it in 16 quarters.
Financial Life Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $340K in Q4 2017.
827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on Financial Life Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.