M1FG
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Mach-1 Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Mach-1 Financial Group’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
Q4 		– Sell
-140
Closed -$10K – 309
2022
Q3 		$10K Hold
140
– – 0.01% 219
2022
Q2 		$11K Buy
+140
New +$12.2K 0.01% 229

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Mach-1 Financial Group's IWP Position: Q4 2022 in Review

Mach-1 Financial Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2022, closing a stake of 140 shares — an estimated $10K sold.

Mach-1 Financial Group first reported a position in IWP in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 886 funds tracked by Wall St. Rank hold IWP as of Q4 2022.

  • Mach-1 Financial Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Mach-1 Financial Group sold 140 iShares Russell Mid-Cap Growth ETF shares in Q4 2022, an estimated $10K.
  • Mach-1 Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and held it in 2 quarters.
  • Mach-1 Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $11K in Q2 2022.
  • 886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.