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

Opal 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 Q1	–	Sell	-1,864	Closed	-$215K	–	120
2021 Q4	$215K	Hold	1,864	–	–	0.14%	114
2021 Q3	$209K	Hold	1,864	–	–	0.2%	77
2021 Q2	$211K	Sell	1,864 -312	-14%	-$33.3K	0.2%	77
2021 Q1	$222K	Hold	2,176	–	–	0.24%	68
2020 Q4	$223K	Buy	+2,176	New	+$207K	0.28%	63

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Opal Wealth Advisors's IWP Position: Q1 2022 in Review

Opal Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 1,864 shares — an estimated $215K sold.

Opal Wealth Advisors first reported a position in IWP in Q4 2020 and held it in 5 quarters. The position peaked at $223K in Q4 2020. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

Opal Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Opal Wealth Advisors sold 1,864 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $215K.
Opal Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 5 quarters.
Opal Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $223K in Q4 2020.
898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Opal Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.