Raleigh Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Raleigh Capital Management’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 Q1	–	Sell	-480	Closed	-$40.1K	–	871
2022 Q4	$40.1K	Buy	480 +2	+0.4%	+$168	0.02%	254
2022 Q3	$38K	Buy	478 +1	+0.2%	+$86	0.02%	250
2022 Q2	$38K	Buy	477 +1	+0.2%	+$87	0.02%	262
2022 Q1	$48K	Buy	+476	New	+$47.4K	0.03%	251

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

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

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

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Raleigh Capital Management's IWP Position: Q1 2023 in Review

Raleigh Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2023, closing a stake of 480 shares — an estimated $40.1K sold.

Raleigh Capital Management first reported a position in IWP in Q1 2022 and held it in 4 quarters. The position peaked at $48K in Q1 2022. 882 funds tracked by Wall St. Rank hold IWP as of Q1 2023.

Raleigh Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
Raleigh Capital Management sold 480 iShares Russell Mid-Cap Growth ETF shares in Q1 2023, an estimated $40.1K.
Raleigh Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and held it in 4 quarters.
Raleigh Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $48K in Q1 2022.
882 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2023.

Based on Raleigh Capital Management's 13F filing for Q1 2023, filed 22 May 2023.