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	–	294
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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return