Insight Wealth Strategies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Insight Wealth Strategies’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	–	Sell	-2,451	Closed	-$246K	–	156
2022 Q1	$246K	Sell	2,451 -81	-3%	-$8.07K	0.04%	145
2021 Q4	$292K	Sell	2,532 -2	-0.1%	-$233	0.04%	137
2021 Q3	$284K	Sell	2,534 -53	-2%	-$6.1K	0.04%	164
2021 Q2	$293K	Sell	2,587 -422	-14%	-$45.1K	0.04%	161
2021 Q1	$307K	Sell	3,009 -33	-1%	-$3.45K	0.04%	174
2020 Q4	$312K	Buy	3,042 +2	+0.1%	+$190	0.05%	164
2020 Q3	$263K	Sell	3,040 -590	-16%	-$49.8K	0.05%	158
2020 Q2	$287K	Sell	3,630 -1,858	-34%	-$135K	0.06%	132
2020 Q1	$334K	Sell	5,488 -221,716	-98%	-$16.2M	0.09%	106
2019 Q4	$17.3M	Buy	227,204 +342	+0.2%	+$25.1K	3.67%	8
2019 Q3	$16M	Buy	226,862 +21,970	+11%	+$1.58M	3.77%	7
2019 Q2	$14.6M	Buy	+204,892	New	+$14.2M	3.57%	9

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 $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Insight Wealth Strategies's IWP Position: Q2 2022 in Review

Insight Wealth Strategies sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2022, closing a stake of 2,451 shares — an estimated $246K sold.

Insight Wealth Strategies first reported a position in IWP in Q2 2019 and held it in 12 quarters. The position peaked at $17.3M in Q4 2019. 828 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

Insight Wealth Strategies reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Insight Wealth Strategies sold 2,451 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $246K.
Insight Wealth Strategies first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and held it in 12 quarters.
Insight Wealth Strategies's iShares Russell Mid-Cap Growth ETF position peaked at $17.3M in Q4 2019.
828 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on Insight Wealth Strategies's 13F filing for Q2 2022, filed 1 Jul 2022.