Guidance Point Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,765
Closed -$203K 95
2021
Q4
$203K Buy
1,765
+1
+0.1% +$117 0.07% 88
2021
Q3
$197K Buy
+1,764
New +$203K 0.07% 88

Other funds holding IWP

Guidance Point Advisors's IWP Position: Q1 2022 in Review

Guidance Point Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 1,765 shares — an estimated $203K sold.

Guidance Point Advisors first reported a position in IWP in Q3 2021 and held it in 2 quarters. The position peaked at $203K in Q4 2021. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

  • Guidance Point Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Guidance Point Advisors sold 1,765 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $203K.
  • Guidance Point Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and held it in 2 quarters.
  • Guidance Point Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $203K in Q4 2021.
  • 898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Guidance Point Advisors's 13F filing for Q1 2022, filed 5 May 2022.