Hudock Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Hudock Inc’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 Q4	–	Sell	-277	Closed	-$21K	–	423
2022 Q3	$21K	Hold	277	–	–	0.01%	427
2022 Q2	$21K	Hold	277	–	–	0.01%	414
2022 Q1	$27K	Hold	277	–	–	0.01%	399
2021 Q4	$31K	Hold	277	–	–	0.01%	388
2021 Q3	$31K	Buy	277 +1	+0.4%	+$115	0.01%	390
2021 Q2	$31K	Hold	276	–	–	0.01%	385
2021 Q1	$28K	Hold	276	–	–	0.01%	394
2020 Q4	$28K	Buy	276 +62	+29%	+$5.9K	0.01%	377
2020 Q3	$18K	Hold	214	–	–	0.01%	398
2020 Q2	$16K	Hold	214	–	–	0.01%	397
2020 Q1	$13K	Buy	214 +2	+0.9%	+$146	0.01%	376
2019 Q4	$16K	Hold	212	–	–	0.01%	378
2019 Q3	$15K	Hold	212	–	–	0.01%	391
2019 Q2	$15K	Hold	212	–	–	0.01%	382
2019 Q1	$14K	Hold	212	–	–	0.01%	375
2018 Q4	$11K	Hold	212	–	–	﹤0.01%	384
2018 Q3	$14K	Hold	212	–	–	0.01%	390
2018 Q2	$13K	Hold	212	–	–	0.01%	393
2018 Q1	$13K	Hold	212	–	–	0.01%	405
2017 Q4	$12K	Hold	212	–	–	0.01%	400
2017 Q3	$11K	Hold	212	–	–	0.01%	410
2017 Q2	$11K	Hold	212	–	–	0.01%	394
2017 Q1	$10K	Hold	212	–	–	0.01%	393
2016 Q4	$10K	Hold	212	–	–	0.01%	390
2016 Q3	$10K	Hold	212	–	–	0.01%	395
2016 Q2	$9K	Hold	212	–	–	﹤0.01%	411
2016 Q1	$9K	Hold	212	–	–	0.01%	412
2015 Q4	$9K	Hold	212	–	–	﹤0.01%	396
2015 Q3	$9K	Hold	212	–	–	﹤0.01%	417
2015 Q2	$10K	Hold	212	–	–	﹤0.01%	407
2015 Q1	$10K	Buy	+212	New	+$10.1K	﹤0.01%	427

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Hudock Inc's IWP Position: Q4 2022 in Review

Hudock Inc sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2022, closing a stake of 277 shares — an estimated $21K sold.

Hudock Inc first reported a position in IWP in Q1 2015 and held it in 31 quarters. The position peaked at $31K in Q4 2021. 887 funds tracked by Wall St. Rank hold IWP as of Q4 2022.

Hudock Inc reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 277 iShares Russell Mid-Cap Growth ETF shares in Q4 2022, an estimated $21K.
Hudock Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2015 and held it in 31 quarters.
Hudock Inc's iShares Russell Mid-Cap Growth ETF position peaked at $31K in Q4 2021.
887 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.