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 $1.89T 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

Selective Wealth Management's IWP Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2022, closing a stake of 20 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in IWP in Q3 2019 and held it in 13 quarters. The position peaked at $4K in Q3 2021. 887 funds tracked by Wall St. Rank hold IWP as of Q4 2022.

Selective Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 20 iShares Russell Mid-Cap Growth ETF shares in Q4 2022, an estimated $2K.
Selective Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $4K in Q3 2021.
887 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.