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

Phoenix 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
2021
Q4 		– Sell
-1,146
Closed -$128K – 241
2021
Q3 		$128K Hold
1,146
– – 0.1% 140
2021
Q2 		$131K Hold
1,146
– – 0.09% 141
2021
Q1 		$119K Hold
1,146
– – 0.09% 143
2020
Q4 		$118K Buy
+1,146
New +$109K 0.09% 138

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Phoenix Wealth Advisors's IWP Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2021, closing a stake of 1,146 shares — an estimated $128K sold.

Phoenix Wealth Advisors first reported a position in IWP in Q4 2020 and held it in 4 quarters. The position peaked at $131K in Q2 2021. 944 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,146 iShares Russell Mid-Cap Growth ETF shares in Q4 2021, an estimated $128K.
  • Phoenix Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $131K in Q2 2021.
  • 944 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.