GG
IWP icon

Gofen & Glossberg’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Gofen & Glossberg’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
Q4 		$320K Sell
3,829
-73
-2% -$6.14K 0.01% 412
2022
Q3 		$306K Buy
+3,902
New +$336K 0.01% 405

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Gofen & Glossberg's IWP Position: Q4 2022 in Review

Gofen & Glossberg reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.9% in Q4 2022, selling an estimated $6.14K and leaving 3,829 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #412.

Gofen & Glossberg first reported a position in IWP in Q3 2022 and has held it in 2 quarters since. 887 funds tracked by Wall St. Rank hold IWP as of Q4 2022.

  • Gofen & Glossberg held 3,829 shares of iShares Russell Mid-Cap Growth ETF worth $320K as of Q4 2022.
  • Gofen & Glossberg sold 73 iShares Russell Mid-Cap Growth ETF shares in Q4 2022, an estimated $6.14K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #412 holding.
  • Gofen & Glossberg first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 2 quarters since.
  • 887 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.