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Ford Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ford Financial 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
2023
Q1 		– Sell
-15,890
Closed -$1.33M – 53
2022
Q4 		$1.33M Sell
15,890
-289
-2% -$24.3K 0.52% 40
2022
Q3 		$1.27M Sell
16,179
-40,571
-71% -$3.49M 0.53% 37
2022
Q2 		$4.5M Sell
56,750
-14,454
-20% -$1.26M 1.83% 9
2022
Q1 		$7.16M Buy
71,204
+1,284
+2% +$128K 2.74% 7
2021
Q4 		$8.06K Buy
69,920
+52
+0.1% +$6.06K 1.6% 6
2021
Q3 		$7.83M Buy
69,868
+7,052
+11% +$811K 3.02% 7
2021
Q2 		$7.11M Buy
62,816
+1,766
+3% +$189K 2.65% 9
2021
Q1 		$6.23M Buy
61,050
+15,305
+33% +$1.6M 2.68% 10
2020
Q4 		$4.7M Buy
45,745
+17,869
+64% +$1.7M 2.22% 11
2020
Q3 		$2.41M Sell
27,876
-344
-1% -$29K 1.31% 21
2020
Q2 		$2.23M Sell
28,220
-2,096
-7% -$152K 1.24% 17
2020
Q1 		$1.84M Sell
30,316
-2,208
-7% -$161K 1.23% 16
2019
Q4 		$2.48M Sell
32,524
-546
-2% -$40K 1.43% 11
2019
Q3 		$2.34M Sell
33,070
-38,786
-54% -$2.79M 1.49% 11
2019
Q2 		$5.12M Buy
71,856
+394
+0.6% +$27.4K 3.47% 5
2019
Q1 		$4.85M Sell
71,462
-12,068
-14% -$775K 3.48% 5
2018
Q4 		$4.75M Sell
83,530
-22,740
-21% -$1.38M 3.58% 6
2018
Q3 		$7.51M Sell
106,270
-418
-0.4% -$27.8K 5.49% 4
2018
Q2 		$7.2M Buy
106,688
+20,832
+24% +$1.31M 5.24% 5
2018
Q1 		$5.28M Buy
85,856
+1,360
+2% +$84.9K 4.12% 5
2017
Q4 		$5.27M Buy
+84,496
New +$4.97M 3.97% 5

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Ford Financial Group's IWP Position: Q1 2023 in Review

Ford Financial Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2023, closing a stake of 15,890 shares — an estimated $1.33M sold.

Ford Financial Group first reported a position in IWP in Q4 2017 and held it in 21 quarters. The position peaked at $7.83M in Q3 2021. 882 funds tracked by Wall St. Rank hold IWP as of Q1 2023.

  • Ford Financial Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 15,890 iShares Russell Mid-Cap Growth ETF shares in Q1 2023, an estimated $1.33M.
  • Ford Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and held it in 21 quarters.
  • Ford Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $7.83M in Q3 2021.
  • 882 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.