JB Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

JB Capital’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 Q3	–	Sell	-31,914	Closed	-$2.53M	–	195
2022 Q2	$2.53M	Buy	31,914 +3,169	+11%	+$276K	0.27%	46
2022 Q1	$2.89M	Sell	28,745 -2,440	-8%	-$243K	0.28%	39
2021 Q4	$3.59M	Buy	31,185 +771	+3%	+$89.9K	0.35%	32
2021 Q3	$3.41M	Buy	+30,414	New	+$3.5M	0.44%	32

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 $374B AUM 17.66% 1-Year Est. Return

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

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

FCBT

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

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

AFIMH

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

JB Capital's IWP Position: Q3 2022 in Review

JB Capital sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2022, closing a stake of 31,914 shares — an estimated $2.53M sold.

JB Capital first reported a position in IWP in Q3 2021 and held it in 4 quarters. The position peaked at $3.59M in Q4 2021. 811 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

JB Capital reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
JB Capital sold 31,914 iShares Russell Mid-Cap Growth ETF shares in Q3 2022, an estimated $2.53M.
JB Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and held it in 4 quarters.
JB Capital's iShares Russell Mid-Cap Growth ETF position peaked at $3.59M in Q4 2021.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

Based on JB Capital's 13F filing for Q3 2022, filed 14 Oct 2022.