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

Sheets Smith 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
2023 Q4	–	Sell	-2,500	Closed	-$228K	–	427
2023 Q3	$228K	Hold	2,500	–	–	0.03%	293
2023 Q2	$242K	Hold	2,500	–	–	0.04%	294
2023 Q1	$228K	Hold	2,500	–	–	0.03%	288
2022 Q4	$209K	Buy	+2,500	New	+$210K	0.03%	287
2022 Q2	–	Sell	-2,500	Closed	-$251K	–	325
2022 Q1	$251K	Hold	2,500	–	–	0.03%	304
2021 Q4	$288K	Hold	2,500	–	–	0.04%	312
2021 Q3	$280K	Hold	2,500	–	–	0.04%	310
2021 Q2	$283K	Hold	2,500	–	–	0.04%	307
2021 Q1	$255K	Hold	2,500	–	–	0.04%	289
2020 Q4	$257K	Hold	2,500	–	–	0.04%	293
2020 Q3	$216K	Buy	+2,500	New	+$211K	0.04%	275

Other funds holding IWP

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sheets Smith Wealth Management's IWP Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2023, closing a stake of 2,500 shares — an estimated $228K sold.

Sheets Smith Wealth Management first reported a position in IWP in Q3 2020 and held it in 11 quarters. The position peaked at $288K in Q4 2021. 1,016 funds tracked by Wall St. Rank hold IWP as of Q4 2023.

Sheets Smith Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 2,500 iShares Russell Mid-Cap Growth ETF shares in Q4 2023, an estimated $228K.
Sheets Smith Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and held it in 11 quarters.
Sheets Smith Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $288K in Q4 2021.
1,016 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.