Marks Group Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Marks Group Wealth Management’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	-52,967	Closed	-$6.1M	–	317
2021 Q4	$6.1M	Sell	52,967 -2,942	-5%	-$343K	0.74%	50
2021 Q3	$6.26M	Sell	55,909 -1	-0%	-$115	0.85%	31
2021 Q2	$6.33M	Sell	55,910 -21,297	-28%	-$2.27M	0.87%	19
2021 Q1	$7.88M	Buy	77,207 +29,864	+63%	+$3.12M	1.17%	12
2020 Q4	$4.86M	Sell	47,343 -1,069	-2%	-$102K	0.76%	55
2020 Q3	$4.18M	Buy	+48,412	New	+$4.09M	0.76%	62

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

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

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

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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Marks Group Wealth Management's IWP Position: Q1 2022 in Review

Marks Group Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 52,967 shares — an estimated $6.1M sold.

Marks Group Wealth Management first reported a position in IWP in Q3 2020 and held it in 6 quarters. The position peaked at $7.88M in Q1 2021. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

Marks Group Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Marks Group Wealth Management sold 52,967 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $6.1M.
Marks Group Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and held it in 6 quarters.
Marks Group Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $7.88M in Q1 2021.
898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Marks Group Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.