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

Ten Capital 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	-1,627	Closed	-$148K	–	364
2023 Q1	$148K	Buy	1,627 +1,492	+1,105%	+$133K	0.05%	134
2022 Q4	$11.3K	Hold	135	–	–	﹤0.01%	296
2022 Q3	$11K	Hold	135	–	–	0.01%	294
2022 Q2	$11K	Sell	135 -50	-27%	-$4.35K	﹤0.01%	257
2022 Q1	$19K	Hold	185	–	–	0.01%	225
2021 Q4	$21K	Sell	185 -957	-84%	-$112K	0.01%	217
2021 Q3	$128K	Buy	1,142 +665	+139%	+$76.5K	0.06%	89
2021 Q2	$54K	Sell	477 -15	-3%	-$1.6K	0.01%	178
2021 Q1	$50K	Sell	492 -10	-2%	-$1.05K	0.01%	173
2020 Q4	$52K	Buy	+502	New	+$47.8K	0.01%	166

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $325M AUM 17.11% 1-Year Est. Return

Ten Capital Wealth Advisors's IWP Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2023, closing a stake of 1,627 shares — an estimated $148K sold.

Ten Capital Wealth Advisors first reported a position in IWP in Q4 2020 and held it in 10 quarters. The position peaked at $148K in Q1 2023. 917 funds tracked by Wall St. Rank hold IWP as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 1,627 iShares Russell Mid-Cap Growth ETF shares in Q2 2023, an estimated $148K.
Ten Capital Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $148K in Q1 2023.
917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.