Kistler-Tiffany Companies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kistler-Tiffany Companies’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 Q2	$23.4K	Hold	242	–	–	﹤0.01%	598
2023 Q1	$22K	Hold	242	–	–	﹤0.01%	540
2022 Q4	$20.2K	Sell	242 -669	-73%	-$56.3K	﹤0.01%	537
2022 Q3	$71K	Sell	911 -53	-5%	-$4.56K	0.02%	327
2022 Q2	$76K	Hold	964	–	–	0.02%	321
2022 Q1	$97K	Hold	964	–	–	0.02%	305
2021 Q4	$111K	Hold	964	–	–	0.02%	272
2021 Q3	$108K	Hold	964	–	–	0.02%	261
2021 Q2	$109K	Buy	964 +293	+44%	+$31.3K	0.03%	265
2021 Q1	$68K	Buy	671 +233	+53%	+$24.4K	0.02%	302
2020 Q4	$45K	Buy	438 +320	+271%	+$30.5K	0.01%	313
2020 Q3	$10K	Buy	+118	New	+$9.96K	﹤0.01%	471
2018 Q1	–	Sell	-1,600	Closed	-$97K	–	570
2017 Q4	$97K	Hold	1,600	–	–	0.04%	205
2017 Q3	$91K	Buy	+1,600	New	+$87.8K	0.04%	210
2014 Q4	–	Sell	-148	Closed	-$7K	–	603
2014 Q3	$7K	Buy	+148	New	+$6.61K	﹤0.01%	491

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $325M AUM 17.11% 1-Year Est. Return

Kistler-Tiffany Companies's IWP Position: Q2 2023 in Review

Kistler-Tiffany Companies held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2023 at 242 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Kistler-Tiffany Companies first reported a position in IWP in Q3 2014 and has held it in 15 quarters since. The position peaked at $111K in Q4 2021. 917 funds tracked by Wall St. Rank hold IWP as of Q2 2023.

Kistler-Tiffany Companies held 242 shares of iShares Russell Mid-Cap Growth ETF worth $23.4K as of Q2 2023.
Kistler-Tiffany Companies left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2023.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #598 holding.
Kistler-Tiffany Companies first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2014 and has held it in 15 quarters since.
Kistler-Tiffany Companies's iShares Russell Mid-Cap Growth ETF position peaked at $111K in Q4 2021.
917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.