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Romano Brothers & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Romano Brothers & Co’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
-184
Closed -$15.4K – 627
2022
Q4 		$15.4K Buy
+184
New +$15.5K ﹤0.01% 660

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
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

Romano Brothers & Co's IWP Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2023, closing a stake of 184 shares — an estimated $15.4K sold.

Romano Brothers & Co first reported a position in IWP in Q4 2022 and held it in 1 quarter. The position peaked at $15.4K in Q4 2022. 882 funds tracked by Wall St. Rank hold IWP as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 184 iShares Russell Mid-Cap Growth ETF shares in Q1 2023, an estimated $15.4K.
  • Romano Brothers & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares Russell Mid-Cap Growth ETF position peaked at $15.4K in Q4 2022.
  • 882 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.