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

Hoover 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
2021 Q2	$19K	Hold	166	–	–	﹤0.01%	399
2021 Q1	$17K	Sell	166 -1,509	-90%	-$158K	﹤0.01%	375
2020 Q4	$177K	Sell	1,675 -793	-32%	-$75.5K	0.04%	121
2020 Q3	$213K	Buy	2,468 +4	+0.2%	+$338	0.07%	93
2020 Q2	$195K	Buy	+2,464	New	+$179K	0.07%	92

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hoover Financial Advisors's IWP Position: Q2 2021 in Review

Hoover Financial Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2021 at 166 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Hoover Financial Advisors first reported a position in IWP in Q2 2020 and has held it in 5 quarters since. The position peaked at $213K in Q3 2020. 822 funds tracked by Wall St. Rank hold IWP as of Q2 2021.

Hoover Financial Advisors held 166 shares of iShares Russell Mid-Cap Growth ETF worth $19K as of Q2 2021.
Hoover Financial Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2021.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #399 holding.
Hoover Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 5 quarters since.
Hoover Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $213K in Q3 2020.
822 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.