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Summit Securities Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Summit Securities 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
2023
Q1 		– Sell
-1
Closed – – 1055
2022
Q4 		$0 Hold
1
– – ﹤0.01% 1254
2022
Q3 		$0 Buy
+1
New +$86 ﹤0.01% 1042

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 $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $4.69B AUM 20.56% 1-Year Est. Return

Summit Securities Group's IWP Position: Q1 2023 in Review

Summit Securities Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2023, closing a stake of 1 share.

Summit Securities Group first reported a position in IWP in Q3 2022 and held it in 2 quarters. The position peaked at $0 in Q4 2022. 882 funds tracked by Wall St. Rank hold IWP as of Q1 2023.

  • Summit Securities Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 1 iShares Russell Mid-Cap Growth ETF share in Q1 2023.
  • Summit Securities Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and held it in 2 quarters.
  • Summit Securities Group's iShares Russell Mid-Cap Growth ETF position peaked at $0 in Q4 2022.
  • 882 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.