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

Steward 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
Q3 		– Sell
-150
Closed -$11K – 696
2022
Q2 		$11K Buy
+150
New +$13.1K 0.01% 228

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
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Steward Financial Group's IWP Position: Q3 2022 in Review

Steward Financial Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2022, closing a stake of 150 shares — an estimated $11K sold.

Steward Financial Group first reported a position in IWP in Q2 2022 and held it in 1 quarter. The position peaked at $11K in Q2 2022. 811 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

  • Steward Financial Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Steward Financial Group sold 150 iShares Russell Mid-Cap Growth ETF shares in Q3 2022, an estimated $11K.
  • Steward Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • Steward Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $11K in Q2 2022.
  • 811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

Based on Steward Financial Group's 13F filing for Q3 2022, filed 7 Nov 2022.