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

MinichMacGregor 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
2023 Q1	–	Sell	-348	Closed	-$29.1K	–	359
2022 Q4	$29.1K	Buy	+348	New	+$29.3K	0.01%	244
2018 Q4	–	Sell	-348	Closed	-$23K	–	293
2018 Q3	$23K	Hold	348	–	–	0.02%	203
2018 Q2	$22K	Hold	348	–	–	0.02%	201
2018 Q1	$21K	Hold	348	–	–	0.02%	206
2017 Q4	$20K	Hold	348	–	–	0.02%	204
2017 Q3	$19K	Hold	348	–	–	0.02%	199
2017 Q2	$18K	Hold	348	–	–	0.02%	205
2017 Q1	$18K	Hold	348	–	–	0.02%	195
2016 Q4	$16K	Hold	348	–	–	0.02%	195
2016 Q3	$16K	Hold	348	–	–	0.02%	202
2016 Q2	$16K	Hold	348	–	–	0.02%	191
2016 Q1	$16K	Hold	348	–	–	0.02%	193
2015 Q4	$17K	Buy	+348	New	+$16.2K	0.02%	179

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

MinichMacGregor Wealth Management's IWP Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2023, closing a stake of 348 shares — an estimated $29.1K sold.

MinichMacGregor Wealth Management first reported a position in IWP in Q4 2015 and held it in 13 quarters. The position peaked at $29.1K in Q4 2022. 884 funds tracked by Wall St. Rank hold IWP as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 348 iShares Russell Mid-Cap Growth ETF shares in Q1 2023, an estimated $29.1K.
MinichMacGregor Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $29.1K in Q4 2022.
884 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.