Selective Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Selective Wealth Management’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	–	Sell	-20	Closed	-$2K	–	430
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	674
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	695
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	662
2021 Q4	$2K	Sell	20 -15	-43%	-$1.75K	﹤0.01%	609
2021 Q3	$4K	Buy	35 +15	+75%	+$1.73K	﹤0.01%	506
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	459
2021 Q1	$2K	Hold	20	–	–	﹤0.01%	357
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	339
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	284
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	380
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	310
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	290
2019 Q3	$1K	Buy	+20	New	+$1.44K	﹤0.01%	319

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

Bank of America

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

Envestnet Asset Management

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

Commonwealth Equity Services

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

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

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