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

Karp Capital Management’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
-7,916
Closed -$621K – 61
2022
Q3 		$621K Sell
7,916
-2,193
-22% -$189K 0.13% 86
2022
Q2 		$801K Sell
10,109
-1,792
-15% -$156K 0.14% 94
2022
Q1 		$1.2M Sell
11,901
-117,519
-91% -$11.7M 0.17% 81
2021
Q4 		$14.9M Buy
129,420
+7,459
+6% +$870K 1.87% 12
2021
Q3 		$13.7M Buy
121,961
+5,578
+5% +$642K 1.93% 8
2021
Q2 		$13.2M Buy
116,383
+9,892
+9% +$1.06M 1.95% 13
2021
Q1 		$10.9M Buy
106,491
+7,806
+8% +$816K 1.97% 13
2020
Q4 		$10.1M Sell
98,685
-2,683
-3% -$255K 2.09% 15
2020
Q3 		$8.76M Sell
101,368
-18,580
-15% -$1.57M 2.14% 16
2020
Q2 		$9.48M Buy
119,948
+1,712
+1% +$124K 2.63% 10
2020
Q1 		$7.19M Buy
118,236
+2,522
+2% +$184K 2.36% 11
2019
Q4 		$8.83M Buy
115,714
+1,102
+1% +$80.8K 2.33% 7
2019
Q3 		$8.1M Buy
114,612
+1,600
+1% +$115K 2.36% 7
2019
Q2 		$8.06M Buy
113,012
+4,612
+4% +$321K 2.55% 4
2019
Q1 		$7.35M Sell
108,400
-2,548
-2% -$164K 2.61% 3
2018
Q4 		$6.31M Sell
110,948
-2,392
-2% -$146K 3.01% 3
2018
Q3 		$7.68M Buy
113,340
+1,240
+1% +$82.4K 2.64% 3
2018
Q2 		$7.1M Buy
112,100
+5,730
+5% +$361K 2.79% 2
2018
Q1 		$6.54M Sell
106,370
-2,478
-2% -$155K 2.63% 4
2017
Q4 		$6.57M Buy
108,848
+3,332
+3% +$196K 2.78% 4
2017
Q3 		$5.97M Buy
105,516
+2,406
+2% +$132K 2.78% 6
2017
Q2 		$5.57M Buy
103,110
+22,220
+27% +$1.18M 2.76% 6
2017
Q1 		$4.2M Buy
80,890
+11,372
+16% +$581K 2.37% 10
2016
Q4 		$3.38M Buy
+69,518
New +$3.35M 2.23% 11
2016
Q1 		– Sell
-83,258
Closed -$3.83M – 88
2015
Q4 		$3.83M Buy
83,258
+9,400
+13% +$437K 2.22% 9
2015
Q3 		$3.27M Buy
73,858
+2,558
+4% +$121K 2.23% 9
2015
Q2 		$3.45M Buy
71,300
+6,970
+11% +$344K 2.33% 10
2015
Q1 		$3.15M Buy
64,330
+2,750
+4% +$131K 2.13% 13
2014
Q4 		$2.87M Buy
+61,580
New +$2.78M 2.09% 12

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Karp Capital Management's IWP Position: Q4 2022 in Review

Karp Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2022, closing a stake of 7,916 shares — an estimated $621K sold.

Karp Capital Management first reported a position in IWP in Q4 2014 and held it in 29 quarters. The position peaked at $14.9M in Q4 2021. 886 funds tracked by Wall St. Rank hold IWP as of Q4 2022.

  • Karp Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Karp Capital Management sold 7,916 iShares Russell Mid-Cap Growth ETF shares in Q4 2022, an estimated $621K.
  • Karp Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and held it in 29 quarters.
  • Karp Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $14.9M in Q4 2021.
  • 886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.