New World Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

New World 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	–	Sell	-28,693	Closed	-$2.3M	–	62
2022 Q2	$2.3M	Buy	+28,693	New	+$2.5M	1.24%	8
2022 Q1	–	Sell	-29,333	Closed	-$3.38M	–	66
2021 Q4	$3.38M	Buy	+29,333	New	+$3.42M	1.56%	7
2019 Q2	–	Sell	-8	Closed	-$1K	–	74
2019 Q1	$1K	Buy	+8	New	+$514	﹤0.01%	122

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

New World Advisors's IWP Position: Q3 2022 in Review

New World Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2022, closing a stake of 28,693 shares — an estimated $2.3M sold.

New World Advisors first reported a position in IWP in Q1 2019 and held it in 3 quarters. The position peaked at $3.38M in Q4 2021. 812 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

New World Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
New World Advisors sold 28,693 iShares Russell Mid-Cap Growth ETF shares in Q3 2022, an estimated $2.3M.
New World Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and held it in 3 quarters.
New World Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $3.38M in Q4 2021.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

Based on New World Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.