Sargent Bickham Lagudis’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sargent Bickham Lagudis’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 Q4	$11K	Hold	132	–	–	﹤0.01%	713
2022 Q3	$10K	Hold	132	–	–	﹤0.01%	689
2022 Q2	$10K	Hold	132	–	–	﹤0.01%	696
2022 Q1	$13K	Hold	132	–	–	﹤0.01%	678
2021 Q4	$15K	Hold	132	–	–	﹤0.01%	650
2021 Q3	$15K	Hold	132	–	–	﹤0.01%	655
2021 Q2	$15K	Hold	132	–	–	﹤0.01%	653
2021 Q1	$13K	Hold	132	–	–	﹤0.01%	651
2020 Q4	$14K	Hold	132	–	–	﹤0.01%	611
2020 Q3	$11K	Buy	132 +26	+25%	+$2.19K	﹤0.01%	584
2020 Q2	$8K	Hold	106	–	–	﹤0.01%	606
2020 Q1	$6K	Hold	106	–	–	﹤0.01%	622
2019 Q4	$8K	Hold	106	–	–	﹤0.01%	636
2019 Q3	$7K	Hold	106	–	–	﹤0.01%	602
2019 Q2	$8K	Hold	106	–	–	﹤0.01%	614
2019 Q1	$7K	Hold	106	–	–	﹤0.01%	656
2018 Q4	$6K	Hold	106	–	–	﹤0.01%	642
2018 Q3	$7K	Hold	106	–	–	﹤0.01%	652
2018 Q2	$7K	Sell	106 -92	-46%	-$5.79K	﹤0.01%	632
2018 Q1	$12K	Hold	198	–	–	﹤0.01%	549
2017 Q4	$12K	Hold	198	–	–	﹤0.01%	577
2017 Q3	$11K	Sell	198 -90	-31%	-$4.94K	﹤0.01%	598
2017 Q2	$16K	Hold	288	–	–	﹤0.01%	507
2017 Q1	$15K	Hold	288	–	–	﹤0.01%	527
2016 Q4	$14K	Buy	288 +182	+172%	+$8.77K	﹤0.01%	512
2016 Q3	$5K	Buy	+106	New	+$5.14K	﹤0.01%	644

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

FCBT

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

AFIMH

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

Sargent Bickham Lagudis's IWP Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2022 at 132 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Sargent Bickham Lagudis first reported a position in IWP in Q3 2016 and has held it in 26 quarters since. The position peaked at $16K in Q2 2017. 887 funds tracked by Wall St. Rank hold IWP as of Q4 2022.

Sargent Bickham Lagudis held 132 shares of iShares Russell Mid-Cap Growth ETF worth $11K as of Q4 2022.
Sargent Bickham Lagudis left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2022.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #713 holding.
Sargent Bickham Lagudis first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and has held it in 26 quarters since.
Sargent Bickham Lagudis's iShares Russell Mid-Cap Growth ETF position peaked at $16K in Q2 2017.
887 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.