RK
IWP icon

Rather & Kittrell’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Rather & Kittrell’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
Q1 		– Sell
-86
Closed -$9K – 180
2021
Q4 		$9K Buy
+86
New +$10K 0.01% 229

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Rather & Kittrell's IWP Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 86 shares — an estimated $9K sold.

Rather & Kittrell first reported a position in IWP in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

  • Rather & Kittrell reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 86 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $9K.
  • Rather & Kittrell first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's iShares Russell Mid-Cap Growth ETF position peaked at $9K in Q4 2021.
  • 898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.