Investments & Financial Planning LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Investments & Financial Planning LLC’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 Q4	–	Sell	-19,353	Closed	-$1.77M	–	33
2023 Q3	$1.77M	Sell	19,353 -168	-0.9%	-$16.1K	1.58%	13
2023 Q2	$1.89M	Sell	19,521 -1,282	-6%	-$117K	1.63%	13
2023 Q1	$1.89M	Sell	20,803 -2,411	-10%	-$215K	1.74%	12
2022 Q4	$1.94M	Buy	+23,214	New	+$1.95M	1.9%	10
2022 Q2	$1.83M	Sell	23,099 -1,157	-5%	-$101K	1.89%	11
2022 Q1	$2.44M	Buy	24,256 +688	+3%	+$68.5K	2.13%	11
2021 Q4	$2.41M	Buy	+23,568	New	+$2.75M	2.16%	10

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Investments & Financial Planning LLC's IWP Position: Q4 2023 in Review

Investments & Financial Planning LLC sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2023, closing a stake of 19,353 shares — an estimated $1.77M sold.

Investments & Financial Planning LLC first reported a position in IWP in Q4 2021 and held it in 7 quarters. The position peaked at $2.44M in Q1 2022. 1,013 funds tracked by Wall St. Rank hold IWP as of Q4 2023.

Investments & Financial Planning LLC reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
Investments & Financial Planning LLC sold 19,353 iShares Russell Mid-Cap Growth ETF shares in Q4 2023, an estimated $1.77M.
Investments & Financial Planning LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 7 quarters.
Investments & Financial Planning LLC's iShares Russell Mid-Cap Growth ETF position peaked at $2.44M in Q1 2022.
1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2023.

Based on Investments & Financial Planning LLC's 13F filing for Q4 2023, filed 18 Jan 2024.