TimeScale Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

TimeScale Financial’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	$13.1K	Buy	136 +42	+45%	+$3.83K	﹤0.01%	334
2023 Q1	$8.56K	Hold	94	–	–	﹤0.01%	362
2022 Q4	$7.37K	Hold	94	–	–	﹤0.01%	342
2022 Q3	$7K	Hold	94	–	–	﹤0.01%	345
2022 Q2	$7K	Hold	94	–	–	﹤0.01%	329
2022 Q1	$9K	Hold	94	–	–	﹤0.01%	319
2021 Q4	$11K	Hold	94	–	–	﹤0.01%	302
2021 Q3	$11K	Hold	94	–	–	﹤0.01%	303
2021 Q2	$11K	Buy	+94	New	+$10K	﹤0.01%	308

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 $71.6B AUM 21.08% 1-Year Est. Return

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

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $292M AUM 14.59% 1-Year Est. Return

TimeScale Financial's IWP Position: Q2 2023 in Review

TimeScale Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 45% in Q2 2023, buying an estimated $3.83K and bringing the position to 136 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

TimeScale Financial first reported a position in IWP in Q2 2021 and has held it in 9 quarters since. 916 funds tracked by Wall St. Rank hold IWP as of Q2 2023.

TimeScale Financial held 136 shares of iShares Russell Mid-Cap Growth ETF worth $13.1K as of Q2 2023.
TimeScale Financial bought 42 iShares Russell Mid-Cap Growth ETF shares in Q2 2023, an estimated $3.83K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #334 holding.
TimeScale Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and has held it in 9 quarters since.
916 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.