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

TCI 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 Q2	–	Sell	-170	Closed	-$15.5K	–	1213
2023 Q1	$15.5K	Hold	170	–	–	﹤0.01%	839
2022 Q4	$14.2K	Hold	170	–	–	﹤0.01%	858
2022 Q3	$13K	Hold	170	–	–	﹤0.01%	868
2022 Q2	$13K	Hold	170	–	–	﹤0.01%	855
2022 Q1	$17K	Hold	170	–	–	﹤0.01%	770
2021 Q4	$20K	Sell	170 -1,259	-88%	-$147K	﹤0.01%	713
2021 Q3	$160K	Buy	1,429 +1,259	+741%	+$145K	0.02%	215
2021 Q2	$19K	Hold	170	–	–	﹤0.01%	630
2021 Q1	$17K	Hold	170	–	–	0.01%	627
2020 Q4	$17K	Hold	170	–	–	0.01%	529
2020 Q3	$15K	Hold	170	–	–	0.01%	495
2020 Q2	$13K	Hold	170	–	–	0.01%	519
2020 Q1	$10K	Hold	170	–	–	﹤0.01%	570
2019 Q4	$13K	Sell	170 -240	-59%	-$17.6K	0.01%	652
2019 Q3	$29K	Buy	410 +240	+141%	+$17.2K	0.01%	429
2019 Q2	$12K	Hold	170	–	–	0.01%	584
2019 Q1	$12K	Hold	170	–	–	0.01%	593
2018 Q4	$10K	Hold	170	–	–	﹤0.01%	628
2018 Q3	$12K	Sell	170 -544	-76%	-$36.2K	0.01%	600
2018 Q2	$45K	Buy	+714	New	+$44.9K	0.02%	340
2016 Q2	–	Sell	-110	Closed	-$5K	–	1338
2016 Q1	$5K	Buy	+110	New	+$4.75K	﹤0.01%	714

Other funds holding IWP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCI Wealth Advisors's IWP Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2023, closing a stake of 170 shares — an estimated $15.5K sold.

TCI Wealth Advisors first reported a position in IWP in Q1 2016 and held it in 21 quarters. The position peaked at $160K in Q3 2021. 917 funds tracked by Wall St. Rank hold IWP as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 170 iShares Russell Mid-Cap Growth ETF shares in Q2 2023, an estimated $15.5K.
TCI Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2016 and held it in 21 quarters.
TCI Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $160K in Q3 2021.
917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.