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Hirtle Callaghan & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Hirtle Callaghan & Co’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
2023
Q1 		– Sell
-3,888
Closed -$325K – 93
2022
Q4 		$325K Hold
3,888
– – 0.02% 98
2022
Q3 		$305K Sell
3,888
-27,864
-88% -$2.4M 0.02% 94
2022
Q2 		$2.52M Sell
31,752
-38,648
-55% -$3.37M 0.15% 43
2022
Q1 		$7.08M Buy
70,400
+25,838
+58% +$2.57M 0.34% 26
2021
Q4 		$5.13M Buy
44,562
+33,534
+304% +$3.91M 0.26% 25
2021
Q3 		$1.24M Buy
+11,028
New +$1.27M 0.07% 31

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Hirtle Callaghan & Co's IWP Position: Q1 2023 in Review

Hirtle Callaghan & Co sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2023, closing a stake of 3,888 shares — an estimated $325K sold.

Hirtle Callaghan & Co first reported a position in IWP in Q3 2021 and held it in 6 quarters. The position peaked at $7.08M in Q1 2022. 882 funds tracked by Wall St. Rank hold IWP as of Q1 2023.

  • Hirtle Callaghan & Co reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 3,888 iShares Russell Mid-Cap Growth ETF shares in Q1 2023, an estimated $325K.
  • Hirtle Callaghan & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and held it in 6 quarters.
  • Hirtle Callaghan & Co's iShares Russell Mid-Cap Growth ETF position peaked at $7.08M in Q1 2022.
  • 882 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2023.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2023, filed 11 May 2023.