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L & S Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

L & S Advisors’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
Q1 		– Sell
-10,632
Closed -$1.23M – 304
2021
Q4 		$1.23M Sell
10,632
-61,557
-85% -$7.18M 0.13% 158
2021
Q3 		$8.09M Buy
72,189
+3,665
+5% +$422K 0.87% 23
2021
Q2 		$7.76M Buy
68,524
+5,380
+9% +$575K 0.83% 23
2021
Q1 		$6.45M Buy
63,144
+1,269
+2% +$133K 0.73% 34
2020
Q4 		$6.35M Buy
61,875
+2,473
+4% +$235K 0.74% 31
2020
Q3 		$5.13M Buy
59,402
+7,660
+15% +$647K 0.71% 38
2020
Q2 		$4.09M Sell
51,742
-7,500
-13% -$544K 0.61% 51
2020
Q1 		$3.6M Buy
59,242
+22
+0% +$1.6K 0.68% 32
2019
Q4 		$4.52M Sell
59,220
-948
-2% -$69.5K 0.58% 45
2019
Q3 		$4.25M Buy
60,168
+6,720
+13% +$483K 0.6% 49
2019
Q2 		$3.81M Buy
53,448
+15,240
+40% +$1.06M 0.5% 55
2019
Q1 		$2.59M Sell
38,208
-1,494
-4% -$95.9K 0.35% 73
2018
Q4 		$2.26M Sell
39,702
-4,846
-11% -$295K 0.42% 54
2018
Q3 		$3.02M Buy
44,548
+4,456
+11% +$296K 0.39% 71
2018
Q2 		$2.54M Buy
40,092
+686
+2% +$43.2K 0.43% 67
2018
Q1 		$2.42M Buy
39,406
+3,688
+10% +$230K 0.46% 65
2017
Q4 		$2.15M Buy
35,718
+1,642
+5% +$96.5K 0.33% 85
2017
Q3 		$1.93M Sell
34,076
-1,880
-5% -$103K 0.32% 82
2017
Q2 		$1.94M Buy
35,956
+4,950
+16% +$263K 0.34% 86
2017
Q1 		$1.61M Sell
31,006
-6,564
-17% -$335K 0.31% 90
2016
Q4 		$1.83M Buy
37,570
+14,040
+60% +$677K 0.42% 74
2016
Q3 		$1.15M Buy
+23,530
New +$1.14M 0.32% 67

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

L & S Advisors's IWP Position: Q1 2022 in Review

L & S Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 10,632 shares — an estimated $1.23M sold.

L & S Advisors first reported a position in IWP in Q3 2016 and held it in 22 quarters. The position peaked at $8.09M in Q3 2021. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

  • L & S Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • L & S Advisors sold 10,632 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $1.23M.
  • L & S Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and held it in 22 quarters.
  • L & S Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $8.09M in Q3 2021.
  • 898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on L & S Advisors's 13F filing for Q1 2022, filed 11 May 2022.