Regal Wealth Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Regal Wealth Group’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 Q3	–	Sell	-3,106	Closed	-$246K	–	47
2022 Q2	$246K	Buy	3,106 +4	+0.1%	+$348	0.18%	43
2022 Q1	$299K	Sell	3,102 -198	-6%	-$19.7K	0.19%	41
2021 Q4	$380K	Sell	3,300 -41,412	-93%	-$4.83M	0.21%	41
2021 Q3	$5.01M	Sell	44,712 -292	-0.6%	-$33.6K	3.01%	12
2021 Q2	$5.09M	Buy	45,004 +44,998	+749,967%	+$4.81M	3.01%	13
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	237
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	205
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	201
2020 Q2	$0	Hold	6	–	–	﹤0.01%	212
2020 Q1	$0	Hold	6	–	–	﹤0.01%	193
2019 Q4	$0	Buy	+6	New	+$440	﹤0.01%	199

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

FCBT

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

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

AFIMH

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

Regal Wealth Group's IWP Position: Q3 2022 in Review

Regal Wealth Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2022, closing a stake of 3,106 shares — an estimated $246K sold.

Regal Wealth Group first reported a position in IWP in Q4 2019 and held it in 11 quarters. The position peaked at $5.09M in Q2 2021. 812 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

Regal Wealth Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Regal Wealth Group sold 3,106 iShares Russell Mid-Cap Growth ETF shares in Q3 2022, an estimated $246K.
Regal Wealth Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 11 quarters.
Regal Wealth Group's iShares Russell Mid-Cap Growth ETF position peaked at $5.09M in Q2 2021.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

Based on Regal Wealth Group's 13F filing for Q3 2022, filed 9 Nov 2022.