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

OneAscent 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
Q2 		– Sell
-3,416
Closed -$343K – 206
2022
Q1 		$343K Buy
+3,416
New +$340K 0.17% 128

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

OneAscent Wealth Management's IWP Position: Q2 2022 in Review

OneAscent Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2022, closing a stake of 3,416 shares — an estimated $343K sold.

OneAscent Wealth Management first reported a position in IWP in Q1 2022 and held it in 1 quarter. The position peaked at $343K in Q1 2022. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

  • OneAscent Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 3,416 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $343K.
  • OneAscent Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and held it in 1 quarter.
  • OneAscent Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $343K in Q1 2022.
  • 827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on OneAscent Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.