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

Ropes 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
2023 Q3	$455K	Buy	4,985 +292	+6%	+$27.9K	0.09%	159
2023 Q2	$453K	Buy	4,693 +332	+8%	+$30.3K	0.08%	176
2023 Q1	$397K	Buy	4,361 +169	+4%	+$15.1K	0.07%	191
2022 Q4	$350K	Sell	4,192 -114	-3%	-$9.59K	0.06%	201
2022 Q3	$338K	Sell	4,306 -46	-1%	-$3.96K	0.07%	184
2022 Q2	$345K	Sell	4,352 -13	-0.3%	-$1.13K	0.07%	195
2022 Q1	$439K	Hold	4,365	–	–	0.08%	209
2021 Q4	$503K	Sell	4,365 -71	-2%	-$8.28K	0.09%	168
2021 Q3	$497K	Hold	4,436	–	–	0.08%	178
2021 Q2	$502K	Buy	+4,436	New	+$474K	0.08%	172
2021 Q1	–	Sell	-382	Closed	-$39K	–	509
2020 Q4	$39K	Hold	382	–	–	0.01%	416
2020 Q3	$33K	Hold	382	–	–	0.01%	374
2020 Q2	$30K	Hold	382	–	–	0.01%	358
2020 Q1	$23K	Sell	382 -600	-61%	-$43.7K	0.01%	351
2019 Q4	$75K	Hold	982	–	–	0.02%	299
2019 Q3	$69K	Hold	982	–	–	0.01%	311
2019 Q2	$70K	Hold	982	–	–	0.01%	303
2019 Q1	$67K	Buy	982 +382	+64%	+$24.5K	0.02%	298
2018 Q4	$34K	Hold	600	–	–	0.01%	337
2018 Q3	$41K	Hold	600	–	–	0.01%	349
2018 Q2	$38K	Sell	600 -48	-7%	-$3.02K	0.01%	374
2018 Q1	$40K	Buy	648 +88	+16%	+$5.5K	0.01%	355
2017 Q4	$34K	Hold	560	–	–	0.01%	383
2017 Q3	$32K	Hold	560	–	–	0.01%	368
2017 Q2	$30K	Hold	560	–	–	0.01%	374
2017 Q1	$29K	Buy	560 +150	+37%	+$7.66K	0.01%	376
2016 Q4	$20K	Hold	410	–	–	0.01%	405
2016 Q3	$20K	Buy	+410	New	+$19.9K	0.01%	362

Other funds holding IWP

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Ropes Wealth Advisors's IWP Position: Q3 2023 in Review

Ropes Wealth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.2% in Q3 2023, buying an estimated $27.9K and bringing the position to 4,985 shares worth $455K. The position accounts for 0.09% of the portfolio, ranked #159.

Ropes Wealth Advisors first reported a position in IWP in Q3 2016 and has held it in 28 quarters since. The position peaked at $503K in Q4 2021. 917 funds tracked by Wall St. Rank hold IWP as of Q3 2023.

Ropes Wealth Advisors held 4,985 shares of iShares Russell Mid-Cap Growth ETF worth $455K as of Q3 2023.
Ropes Wealth Advisors bought 292 iShares Russell Mid-Cap Growth ETF shares in Q3 2023, an estimated $27.9K.
iShares Russell Mid-Cap Growth ETF made up 0.09% of Ropes Wealth Advisors's portfolio in Q3 2023, its #159 holding.
Ropes Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and has held it in 28 quarters since.
Ropes Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $503K in Q4 2021.
917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.