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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,054
Closed -$589K 96
2022
Q4
$589K Buy
+7,054
New +$594K 0.26% 62
2022
Q3
Sell
-54,266
Closed -$4.3M 69
2022
Q2
$4.3M Buy
+54,266
New +$4.73M 2.14% 12

Other funds holding IWP

Paragon Advisors's IWP Position: Q1 2023 in Review

Paragon Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2023, closing a stake of 7,054 shares — an estimated $589K sold.

Paragon Advisors first reported a position in IWP in Q2 2022 and held it in 2 quarters. The position peaked at $4.3M in Q2 2022. 882 funds tracked by Wall St. Rank hold IWP as of Q1 2023.

  • Paragon Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Paragon Advisors sold 7,054 iShares Russell Mid-Cap Growth ETF shares in Q1 2023, an estimated $589K.
  • Paragon Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and held it in 2 quarters.
  • Paragon Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $4.3M in Q2 2022.
  • 882 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2023.

Based on Paragon Advisors's 13F filing for Q1 2023, filed 5 May 2023.