Financial Management Network’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Financial Management Network’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 Q2	–	Sell	-3,040	Closed	-$274K	–	144
2023 Q1	$274K	Hold	3,040	–	–	0.11%	111
2022 Q4	$256K	Hold	3,040	–	–	0.11%	121
2022 Q3	$255K	Hold	3,040	–	–	0.13%	119
2022 Q2	$244K	Hold	3,040	–	–	0.13%	112
2022 Q1	$312K	Hold	3,040	–	–	0.16%	88
2021 Q4	$342K	Hold	3,040	–	–	0.16%	97
2021 Q3	$336K	Hold	3,040	–	–	0.17%	95
2021 Q2	$346K	Hold	3,040	–	–	0.18%	92
2021 Q1	$326K	Hold	3,040	–	–	0.17%	94
2020 Q4	$325K	Buy	+3,040	New	+$289K	0.2%	84

Other funds holding IWP

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $292M AUM 14.59% 1-Year Est. Return

Financial Management Network's IWP Position: Q2 2023 in Review

Financial Management Network sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2023, closing a stake of 3,040 shares — an estimated $274K sold.

Financial Management Network first reported a position in IWP in Q4 2020 and held it in 10 quarters. The position peaked at $346K in Q2 2021. 916 funds tracked by Wall St. Rank hold IWP as of Q2 2023.

Financial Management Network reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Financial Management Network sold 3,040 iShares Russell Mid-Cap Growth ETF shares in Q2 2023, an estimated $274K.
Financial Management Network first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 10 quarters.
Financial Management Network's iShares Russell Mid-Cap Growth ETF position peaked at $346K in Q2 2021.
916 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2023.

Based on Financial Management Network's 13F filing for Q2 2023, filed 28 Jul 2023.