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Sovereign Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sovereign Financial Group’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
Q1 		– Sell
-2,701
Closed -$311K – 221
2021
Q4 		$311K Sell
2,701
-44
-2% -$5.13K 0.12% 154
2021
Q3 		$308K Buy
+2,745
New +$316K 0.18% 120

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Sovereign Financial Group's IWP Position: Q1 2022 in Review

Sovereign Financial Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 2,701 shares — an estimated $311K sold.

Sovereign Financial Group first reported a position in IWP in Q3 2021 and held it in 2 quarters. The position peaked at $311K in Q4 2021. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

  • Sovereign Financial Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Sovereign Financial Group sold 2,701 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $311K.
  • Sovereign Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and held it in 2 quarters.
  • Sovereign Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $311K in Q4 2021.
  • 898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Sovereign Financial Group's 13F filing for Q1 2022, filed 16 May 2022.