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

Fullen 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	$601K	Buy	6,697 +10	+0.1%	+$892	0.32%	41
2022 Q4	$608K	Sell	6,687 -293	-4%	-$24.7K	0.35%	40
2022 Q3	$591K	Sell	6,980 -104	-1%	-$8.95K	0.38%	41
2022 Q2	$561K	Buy	7,084 +10	+0.1%	+$871	0.36%	40
2022 Q1	$711K	Sell	7,074 -50	-0.7%	-$4.98K	0.42%	37
2021 Q4	$821K	Buy	7,124 +6	+0.1%	+$700	0.46%	36
2021 Q3	$818K	Buy	7,118 +8	+0.1%	+$920	0.47%	35
2021 Q2	$805K	Buy	7,110 +4	+0.1%	+$427	0.47%	36
2021 Q1	$725K	Buy	7,106 +4	+0.1%	+$418	0.46%	37
2020 Q4	$729K	Buy	7,102 +2	+0%	+$190	0.49%	35
2020 Q3	$614K	Buy	7,100 +2	+0%	+$169	0.47%	36
2020 Q2	$561K	Buy	+7,098	New	+$515K	0.47%	37

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Fullen Financial Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.15% in Q1 2023, buying an estimated $892 and bringing the position to 6,697 shares worth $601K. The position accounts for 0.32% of the portfolio, ranked #41.

Fullen Financial Group first reported a position in IWP in Q2 2020 and has held it in 12 quarters since. The position peaked at $821K in Q4 2021. 882 funds tracked by Wall St. Rank hold IWP as of Q1 2023.

Fullen Financial Group held 6,697 shares of iShares Russell Mid-Cap Growth ETF worth $601K as of Q1 2023.
Fullen Financial Group bought 10 iShares Russell Mid-Cap Growth ETF shares in Q1 2023, an estimated $892.
iShares Russell Mid-Cap Growth ETF made up 0.32% of Fullen Financial Group's portfolio in Q1 2023, its #41 holding.
Fullen Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $821K in Q4 2021.
882 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.