Lumature Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lumature Wealth Partners’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	$23.5K	Hold	243	–	–	0.01%	271
2023 Q1	$22.1K	Hold	243	–	–	0.01%	267
2022 Q4	$20.3K	Hold	243	–	–	0.01%	269
2022 Q3	$19K	Hold	243	–	–	0.01%	286
2022 Q2	$19K	Hold	243	–	–	0.01%	291
2022 Q1	$24K	Hold	243	–	–	0.01%	302
2021 Q4	$28K	Hold	243	–	–	0.01%	273
2021 Q3	$27K	Buy	+243	New	+$28K	0.01%	266

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 $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Lumature Wealth Partners's IWP Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2023 at 243 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #271.

Lumature Wealth Partners first reported a position in IWP in Q3 2021 and has held it in 8 quarters since. The position peaked at $28K in Q4 2021. 917 funds tracked by Wall St. Rank hold IWP as of Q2 2023.

Lumature Wealth Partners held 243 shares of iShares Russell Mid-Cap Growth ETF worth $23.5K as of Q2 2023.
Lumature Wealth Partners 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 Lumature Wealth Partners's portfolio in Q2 2023, its #271 holding.
Lumature Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and has held it in 8 quarters since.
Lumature Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $28K in Q4 2021.
917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.