Hayden Royal’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Hayden Royal’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
2021 Q4	$125K	Buy	+1,084	New	+$126K	0.29%	111
2021 Q3	–	Sell	-1,824	Closed	-$206K	–	144
2021 Q2	$206K	Sell	1,824 -320	-15%	-$34.2K	0.11%	184
2021 Q1	$219K	Sell	2,144 -260	-11%	-$27.2K	0.13%	173
2020 Q4	$247K	Hold	2,404	–	–	0.13%	176
2020 Q3	$207K	Buy	+2,404	New	+$203K	0.11%	182
2019 Q3	–	Sell	-2,932	Closed	-$214K	–	170
2019 Q2	$214K	Buy	+2,932	New	+$204K	0.23%	136

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Hayden Royal's IWP Position: Q4 2021 in Review

Hayden Royal opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2021: 1,084 shares worth $125K. The stake represents 0.29% of the portfolio and ranks #111 among its holdings. This is a return to the name: Hayden Royal previously reported a position in IWP as recently as Q2 2021.

Hayden Royal first reported a position in IWP in Q2 2019 and has held it in 6 quarters since. The position peaked at $247K in Q4 2020. 944 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

Hayden Royal held 1,084 shares of iShares Russell Mid-Cap Growth ETF worth $125K as of Q4 2021.
iShares Russell Mid-Cap Growth ETF was a new Hayden Royal position in Q4 2021.
iShares Russell Mid-Cap Growth ETF made up 0.29% of Hayden Royal's portfolio in Q4 2021, its #111 holding.
Hayden Royal first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and has held it in 6 quarters since.
Hayden Royal's iShares Russell Mid-Cap Growth ETF position peaked at $247K in Q4 2020.
944 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.