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Kenfarb & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kenfarb & Co’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
Q3 		$11K Hold
120
– – 0.01% 173
2023
Q2 		$11.6K Hold
120
– – 0.01% 173
2023
Q1 		$10.9K Hold
120
– – 0.01% 173
2022
Q4 		$10K Hold
120
– – 0.01% 181
2022
Q3 		$9K Buy
+120
New +$10.3K 0.01% 184

Other funds holding IWP

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kenfarb & Co's IWP Position: Q3 2023 in Review

Kenfarb & Co held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2023 at 120 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #173.

Kenfarb & Co first reported a position in IWP in Q3 2022 and has held it in 5 quarters since. The position peaked at $11.6K in Q2 2023. 917 funds tracked by Wall St. Rank hold IWP as of Q3 2023.

  • Kenfarb & Co held 120 shares of iShares Russell Mid-Cap Growth ETF worth $11K as of Q3 2023.
  • Kenfarb & Co left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2023.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Kenfarb & Co's portfolio in Q3 2023, its #173 holding.
  • Kenfarb & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 5 quarters since.
  • Kenfarb & Co's iShares Russell Mid-Cap Growth ETF position peaked at $11.6K in Q2 2023.
  • 917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.