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Patriot Financial Group Insurance Agency’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-2,749
Closed -$251K – 487
2023
Q3 		$251K Sell
2,749
-8
-0.3% -$765 0.05% 366
2023
Q2 		$266K Buy
+2,757
New +$251K 0.05% 365
2022
Q3 		– Sell
-1,164
Closed -$92K – 1174
2022
Q2 		$92K Buy
1,164
+336
+41% +$29.3K 0.02% 571
2022
Q1 		$83K Buy
828
+133
+19% +$13.2K 0.01% 632
2021
Q4 		$80K Sell
695
-298
-30% -$34.7K 0.01% 714
2021
Q3 		$111K Hold
993
– – 0.02% 617
2021
Q2 		$112K Hold
993
– – 0.02% 584
2021
Q1 		$101K Sell
993
-184
-16% -$19.2K 0.02% 556
2020
Q4 		$121K Buy
1,177
+297
+34% +$28.3K 0.03% 448
2020
Q3 		$76K Sell
880
-110
-11% -$9.28K 0.02% 455
2020
Q2 		$78K Hold
990
– – 0.03% 412
2020
Q1 		$60K Hold
990
– – 0.03% 416
2019
Q4 		$76K Buy
990
+910
+1,138% +$66.7K 0.03% 394
2019
Q3 		$6K Buy
+80
New +$5.75K ﹤0.01% 896
2018
Q4 		– Sell
-180
Closed -$12K – 1053
2018
Q3 		$12K Buy
+180
New +$12K 0.01% 592
2017
Q4 		– Sell
-150
Closed -$9K – 951
2017
Q3 		$9K Sell
150
-100
-40% -$5.49K 0.01% 571
2017
Q2 		$13K Hold
250
– – 0.01% 475
2017
Q1 		$13K Hold
250
– – 0.01% 448
2016
Q4 		$12K Buy
+250
New +$12.1K 0.02% 434

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IWP Position: Q4 2023 in Review

Patriot Financial Group Insurance Agency sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2023, closing a stake of 2,749 shares — an estimated $251K sold.

Patriot Financial Group Insurance Agency first reported a position in IWP in Q4 2016 and held it in 19 quarters. The position peaked at $266K in Q2 2023. 1,015 funds tracked by Wall St. Rank hold IWP as of Q4 2023.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,749 iShares Russell Mid-Cap Growth ETF shares in Q4 2023, an estimated $251K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and held it in 19 quarters.
  • Patriot Financial Group Insurance Agency's iShares Russell Mid-Cap Growth ETF position peaked at $266K in Q2 2023.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2023, filed 19 Jan 2024.