Horan Securities’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Horan Securities’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 Q3	–	Sell	-96	Closed	-$9.3K	–	378
2023 Q2	$9.3K	Hold	96	–	–	﹤0.01%	403
2023 Q1	$8.76K	Hold	96	–	–	﹤0.01%	404
2022 Q4	$8.04K	Sell	96 -12	-11%	-$1.01K	﹤0.01%	397
2022 Q3	$8K	Hold	108	–	–	﹤0.01%	368
2022 Q2	$9K	Hold	108	–	–	0.01%	344
2022 Q1	$11K	Hold	108	–	–	0.01%	314
2021 Q4	$12K	Buy	+108	New	+$12.6K	0.01%	301
2021 Q2	$12K	Hold	108	–	–	0.01%	284
2021 Q1	$11K	Buy	108 +20	+23%	+$2.09K	0.01%	258
2020 Q4	$9K	Hold	88	–	–	0.01%	271
2020 Q3	$8K	Hold	88	–	–	0.01%	225
2020 Q2	$7K	Buy	88 +20	+29%	+$1.45K	0.01%	212
2020 Q1	$4K	Buy	+68	New	+$4.96K	0.01%	186
2019 Q4	–	Sell	-68	Closed	-$5K	–	133
2019 Q3	$5K	Hold	68	–	–	0.01%	196
2019 Q2	$5K	Hold	68	–	–	0.01%	221
2019 Q1	$5K	Buy	+68	New	+$4.37K	0.01%	186

Other funds holding IWP

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $325M AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Horan Securities's IWP Position: Q3 2023 in Review

Horan Securities sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2023, closing a stake of 96 shares — an estimated $9.3K sold.

Horan Securities first reported a position in IWP in Q1 2019 and held it in 16 quarters. The position peaked at $12K in Q4 2021. 918 funds tracked by Wall St. Rank hold IWP as of Q3 2023.

Horan Securities reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 96 iShares Russell Mid-Cap Growth ETF shares in Q3 2023, an estimated $9.3K.
Horan Securities first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and held it in 16 quarters.
Horan Securities's iShares Russell Mid-Cap Growth ETF position peaked at $12K in Q4 2021.
918 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.