Goodwin Investment Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Goodwin Investment Advisory’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	–	Sell	-205	Closed	-$16K	–	233
2022 Q3	$16K	Sell	205 -34	-14%	-$2.93K	0.01%	134
2022 Q2	$18.9K	Buy	+239	New	+$20.8K	0.01%	104

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Goodwin Investment Advisory's IWP Position: Q4 2022 in Review

Goodwin Investment Advisory sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2022, closing a stake of 205 shares — an estimated $16K sold.

Goodwin Investment Advisory first reported a position in IWP in Q2 2022 and held it in 2 quarters. The position peaked at $18.9K in Q2 2022. 886 funds tracked by Wall St. Rank hold IWP as of Q4 2022.

Goodwin Investment Advisory reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Goodwin Investment Advisory sold 205 iShares Russell Mid-Cap Growth ETF shares in Q4 2022, an estimated $16K.
Goodwin Investment Advisory first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and held it in 2 quarters.
Goodwin Investment Advisory's iShares Russell Mid-Cap Growth ETF position peaked at $18.9K in Q2 2022.
886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2022.

Based on Goodwin Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.