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Legacy Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Legacy Financial 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
Q2 		– Sell
-7,052
Closed -$709K – 241
2022
Q1 		$709K Buy
+7,052
New +$702K 0.16% 68

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Legacy Financial Advisors's IWP Position: Q2 2022 in Review

Legacy Financial Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2022, closing a stake of 7,052 shares — an estimated $709K sold.

Legacy Financial Advisors first reported a position in IWP in Q1 2022 and held it in 1 quarter. The position peaked at $709K in Q1 2022. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

  • Legacy Financial Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Legacy Financial Advisors sold 7,052 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $709K.
  • Legacy Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and held it in 1 quarter.
  • Legacy Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $709K in Q1 2022.
  • 827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on Legacy Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.