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

Strategic 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
2021 Q4	$2.52M	Hold	21,915	–	–	1.25%	34
2021 Q3	$2.46M	Sell	21,915 -1,149	-5%	-$132K	1.28%	32
2021 Q2	$2.61M	Hold	23,064	–	–	1.41%	27
2021 Q1	$2.35M	Sell	23,064 -5,016	-18%	-$524K	1.41%	26
2020 Q4	$2.88M	Sell	28,080 -2,476	-8%	-$236K	1.77%	20
2020 Q3	$2.64M	Sell	30,556 -110	-0.4%	-$9.28K	1.97%	15
2020 Q2	$2.42M	Buy	+30,666	New	+$2.22M	2.24%	15
2014 Q4	–	Sell	-95,018	Closed	-$4.2M	–	53
2014 Q3	$4.2M	Buy	+95,018	New	+$4.24M	4.37%	7

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Strategic Wealth Management's IWP Position: Q4 2021 in Review

Strategic Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2021 at 21,915 shares worth $2.52M. The position accounts for 1.25% of the portfolio, ranked #34.

Strategic Wealth Management first reported a position in IWP in Q3 2014 and has held it in 8 quarters since. The position peaked at $4.2M in Q3 2014. 944 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

Strategic Wealth Management held 21,915 shares of iShares Russell Mid-Cap Growth ETF worth $2.52M as of Q4 2021.
Strategic Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2021.
iShares Russell Mid-Cap Growth ETF made up 1.25% of Strategic Wealth Management's portfolio in Q4 2021, its #34 holding.
Strategic Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2014 and has held it in 8 quarters since.
Strategic Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $4.2M in Q3 2014.
944 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.