Meadow Creek Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Meadow Creek Wealth 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 Q3	$204K	Hold	2,598	–	–	0.27%	90
2022 Q2	$206K	Hold	2,598	–	–	0.25%	96
2022 Q1	$261K	Sell	2,598 -323	-11%	-$32.2K	0.28%	91
2021 Q4	$337K	Buy	+2,921	New	+$341K	0.32%	87

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

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

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Meadow Creek Wealth Advisors's IWP Position: Q3 2022 in Review

Meadow Creek Wealth Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2022 at 2,598 shares worth $204K. The position accounts for 0.27% of the portfolio, ranked #90.

Meadow Creek Wealth Advisors first reported a position in IWP in Q4 2021 and has held it in 4 quarters since. The position peaked at $337K in Q4 2021. 811 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

Meadow Creek Wealth Advisors held 2,598 shares of iShares Russell Mid-Cap Growth ETF worth $204K as of Q3 2022.
Meadow Creek Wealth Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2022.
iShares Russell Mid-Cap Growth ETF made up 0.27% of Meadow Creek Wealth Advisors's portfolio in Q3 2022, its #90 holding.
Meadow Creek Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 4 quarters since.
Meadow Creek Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $337K in Q4 2021.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

Based on Meadow Creek Wealth Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.