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Strategic Family Wealth Counselors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		– Sell
-17,917
Closed -$1.5M – 109
2022
Q4 		$1.5M Buy
+17,917
New +$1.51M 0.74% 37

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
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 $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Strategic Family Wealth Counselors's IWP Position: Q1 2023 in Review

Strategic Family Wealth Counselors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2023, closing a stake of 17,917 shares — an estimated $1.5M sold.

Strategic Family Wealth Counselors first reported a position in IWP in Q4 2022 and held it in 1 quarter. The position peaked at $1.5M in Q4 2022. 884 funds tracked by Wall St. Rank hold IWP as of Q1 2023.

  • Strategic Family Wealth Counselors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 17,917 iShares Russell Mid-Cap Growth ETF shares in Q1 2023, an estimated $1.5M.
  • Strategic Family Wealth Counselors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's iShares Russell Mid-Cap Growth ETF position peaked at $1.5M in Q4 2022.
  • 884 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2023.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2023, filed 16 May 2023.