Tilia Fiduciary Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Tilia Fiduciary Partners’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 Q3	–	Sell	-1,150	Closed	-$111K	–	279
2023 Q2	$111K	Hold	1,150	–	–	0.1%	124
2023 Q1	$105K	Hold	1,150	–	–	0.1%	131
2022 Q4	$96.1K	Hold	1,150	–	–	0.09%	144
2022 Q3	$91K	Hold	1,150	–	–	0.09%	145
2022 Q2	$93K	Hold	1,150	–	–	0.09%	145
2022 Q1	$116K	Hold	1,150	–	–	0.1%	139
2021 Q4	$133K	Buy	+1,150	New	+$134K	0.11%	134

Other funds holding IWP

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Tilia Fiduciary Partners's IWP Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2023, closing a stake of 1,150 shares — an estimated $111K sold.

Tilia Fiduciary Partners first reported a position in IWP in Q4 2021 and held it in 7 quarters. The position peaked at $133K in Q4 2021. 918 funds tracked by Wall St. Rank hold IWP as of Q3 2023.

Tilia Fiduciary Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 1,150 iShares Russell Mid-Cap Growth ETF shares in Q3 2023, an estimated $111K.
Tilia Fiduciary Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's iShares Russell Mid-Cap Growth ETF position peaked at $133K in Q4 2021.
918 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.