HC Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

HC Financial 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	$5K	Hold	67	–	–	﹤0.01%	281
2022 Q1	$7K	Hold	67	–	–	﹤0.01%	255
2021 Q4	$8K	Hold	67	–	–	﹤0.01%	261
2021 Q3	$8K	Hold	67	–	–	﹤0.01%	252
2021 Q2	$8K	Hold	67	–	–	﹤0.01%	263
2021 Q1	$7K	Sell	67 -15	-18%	-$1.57K	﹤0.01%	278
2020 Q4	$8K	Hold	82	–	–	0.01%	278
2020 Q3	$7K	Hold	82	–	–	0.01%	288
2020 Q2	$6K	Hold	82	–	–	﹤0.01%	282
2020 Q1	$5K	Buy	+82	New	+$5.97K	﹤0.01%	299

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 $79.5B AUM 27.1% 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

HC Financial Advisors's IWP Position: Q2 2022 in Review

HC Financial Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2022 at 67 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

HC Financial Advisors first reported a position in IWP in Q1 2020 and has held it in 10 quarters since. The position peaked at $8K in Q4 2021. 828 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

HC Financial Advisors held 67 shares of iShares Russell Mid-Cap Growth ETF worth $5K as of Q2 2022.
HC Financial Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2022.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #281 holding.
HC Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $8K in Q4 2021.
828 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.