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Tandem Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Tandem Wealth Advisors’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
-71
Closed -$5.92K – 62
2022
Q4 		$5.92K Buy
+71
New +$5.98K ﹤0.01% 80

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

Tandem Wealth Advisors's IWP Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2023, closing a stake of 71 shares — an estimated $5.92K sold.

Tandem Wealth Advisors first reported a position in IWP in Q4 2022 and held it in 1 quarter. The position peaked at $5.92K in Q4 2022. 882 funds tracked by Wall St. Rank hold IWP as of Q1 2023.

  • Tandem Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Tandem Wealth Advisors sold 71 iShares Russell Mid-Cap Growth ETF shares in Q1 2023, an estimated $5.92K.
  • Tandem Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Tandem Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $5.92K in Q4 2022.
  • 882 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.