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

FourThought Financial’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 Q3	$35K	Buy	444 +1	+0.2%	+$86	0.01%	716
2022 Q2	$35K	Buy	443 +1	+0.2%	+$87	0.01%	713
2022 Q1	$44K	Hold	442	–	–	0.01%	700
2021 Q4	$51K	Buy	442 +1	+0.2%	+$117	0.01%	659
2021 Q3	$49K	Buy	441 +160	+57%	+$18.4K	0.01%	700
2021 Q2	$31K	Hold	281	–	–	﹤0.01%	841
2021 Q1	$28K	Hold	281	–	–	﹤0.01%	831
2020 Q4	$28K	Buy	+281	New	+$26.7K	﹤0.01%	800

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

FCBT

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

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

FourThought Financial's IWP Position: Q3 2022 in Review

FourThought Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.23% in Q3 2022, buying an estimated $86 and bringing the position to 444 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #716.

FourThought Financial first reported a position in IWP in Q4 2020 and has held it in 8 quarters since. The position peaked at $51K in Q4 2021. 812 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

FourThought Financial held 444 shares of iShares Russell Mid-Cap Growth ETF worth $35K as of Q3 2022.
FourThought Financial bought 1 iShares Russell Mid-Cap Growth ETF share in Q3 2022, an estimated $86.
iShares Russell Mid-Cap Growth ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #716 holding.
FourThought Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Russell Mid-Cap Growth ETF position peaked at $51K in Q4 2021.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.