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

Personal Capital 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 Q4	$409K	Buy	+4,889	New	+$411K	﹤0.01%	334
2022 Q2	–	Sell	-2,406	Closed	-$242K	–	462
2022 Q1	$242K	Sell	2,406 -707	-23%	-$70.4K	﹤0.01%	437
2021 Q4	$345K	Buy	3,113 +818	+36%	+$95.4K	﹤0.01%	409
2021 Q3	$257K	Buy	2,295 +451	+24%	+$51.9K	﹤0.01%	437
2021 Q2	$209K	Sell	1,844 -950	-34%	-$101K	﹤0.01%	467
2021 Q1	$285K	Sell	2,794 -338	-11%	-$35.3K	﹤0.01%	398
2020 Q4	$321K	Buy	3,132 +358	+13%	+$34.1K	﹤0.01%	372
2020 Q3	$240K	Buy	+2,774	New	+$234K	﹤0.01%	371

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Personal Capital Advisors's IWP Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2022: 4,889 shares worth $409K. The stake represents ﹤0.01% of the portfolio and ranks #334 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in IWP as recently as Q1 2022.

Personal Capital Advisors first reported a position in IWP in Q3 2020 and has held it in 8 quarters since. 887 funds tracked by Wall St. Rank hold IWP as of Q4 2022.

Personal Capital Advisors held 4,889 shares of iShares Russell Mid-Cap Growth ETF worth $409K as of Q4 2022.
iShares Russell Mid-Cap Growth ETF was a new Personal Capital Advisors position in Q4 2022.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #334 holding.
Personal Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 8 quarters since.
887 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.