Hall Private Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Hall Private Wealth Advisors’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 Q2	–	Sell	-2,000	Closed	-$201K	–	45
2022 Q1	$201K	Hold	2,000	–	–	0.11%	46
2021 Q4	$230K	Sell	2,000 -1,070	-35%	-$125K	0.14%	43
2021 Q3	$344K	Hold	3,070	–	–	0.22%	39
2021 Q2	$348K	Buy	+3,070	New	+$328K	0.23%	42
2020 Q4	$315K	Buy	+3,070	New	+$292K	0.26%	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

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

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

FCBT

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

Hall Private Wealth Advisors's IWP Position: Q2 2022 in Review

Hall Private Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2022, closing a stake of 2,000 shares — an estimated $201K sold.

Hall Private Wealth Advisors first reported a position in IWP in Q4 2020 and held it in 5 quarters. The position peaked at $348K in Q2 2021. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

Hall Private Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Hall Private Wealth Advisors sold 2,000 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $201K.
Hall Private Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 5 quarters.
Hall Private Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $348K in Q2 2021.
827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on Hall Private Wealth Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.