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

Level 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
2024 Q1	–	Sell	-575	Closed	-$60.1K	–	169
2023 Q4	$60.1K	Hold	575	–	–	0.03%	108
2023 Q3	$52.5K	Hold	575	–	–	0.03%	106
2023 Q2	$55.6K	Buy	575 +508	+758%	+$46.3K	0.03%	107
2023 Q1	$6.1K	Hold	67	–	–	﹤0.01%	183
2022 Q4	$6K	Hold	67	–	–	﹤0.01%	183
2022 Q3	$5K	Hold	67	–	–	﹤0.01%	189
2022 Q2	$5K	Hold	67	–	–	﹤0.01%	209
2022 Q1	$7K	Sell	67 -78	-54%	-$7.77K	0.01%	169
2021 Q4	$17K	Buy	+145	New	+$16.9K	0.01%	143

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Level Financial Advisors's IWP Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2024, closing a stake of 575 shares — an estimated $60.1K sold.

Level Financial Advisors first reported a position in IWP in Q4 2021 and held it in 9 quarters. The position peaked at $60.1K in Q4 2023. 1,037 funds tracked by Wall St. Rank hold IWP as of Q1 2024.

Level Financial Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 575 iShares Russell Mid-Cap Growth ETF shares in Q1 2024, an estimated $60.1K.
Level Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $60.1K in Q4 2023.
1,037 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.