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United Asset Strategies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

United Asset Strategies’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
2022
Q1 		– Sell
-10,454
Closed -$1.21M – 224
2021
Q4 		$1.21M Buy
10,454
+659
+7% +$76.8K 0.14% 115
2021
Q3 		$1.1M Buy
9,795
+1,690
+21% +$194K 0.14% 114
2021
Q2 		$917K Buy
8,105
+916
+13% +$97.8K 0.12% 120
2021
Q1 		$734K Buy
7,189
+903
+14% +$94.4K 0.11% 135
2020
Q4 		$645K Buy
6,286
+236
+4% +$22.5K 0.1% 133
2020
Q3 		$523K Sell
6,050
-356
-6% -$30K 0.1% 134
2020
Q2 		$506K Sell
6,406
-468
-7% -$33.9K 0.1% 129
2020
Q1 		$418K Sell
6,874
-1,326
-16% -$96.6K 0.1% 133
2019
Q4 		$626K Buy
8,200
+266
+3% +$19.5K 0.12% 136
2019
Q3 		$561K Sell
7,934
-10
-0.1% -$719 0.12% 131
2019
Q2 		$566K Sell
7,944
-900
-10% -$62.6K 0.13% 128
2019
Q1 		$600K Buy
8,844
+1,140
+15% +$73.2K 0.14% 126
2018
Q4 		$438K Buy
7,704
+382
+5% +$23.2K 0.12% 137
2018
Q3 		$496K Buy
7,322
+230
+3% +$15.3K 0.12% 145
2018
Q2 		$449K Buy
7,092
+510
+8% +$32.1K 0.12% 146
2018
Q1 		$405K Buy
6,582
+94
+1% +$5.87K 0.12% 145
2017
Q4 		$391K Sell
6,488
-660
-9% -$38.8K 0.1% 145
2017
Q3 		$405K Buy
+7,148
New +$392K 0.23% 86

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

United Asset Strategies's IWP Position: Q1 2022 in Review

United Asset Strategies sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 10,454 shares — an estimated $1.21M sold.

United Asset Strategies first reported a position in IWP in Q3 2017 and held it in 18 quarters. The position peaked at $1.21M in Q4 2021. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

  • United Asset Strategies reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • United Asset Strategies sold 10,454 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $1.21M.
  • United Asset Strategies first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and held it in 18 quarters.
  • United Asset Strategies's iShares Russell Mid-Cap Growth ETF position peaked at $1.21M in Q4 2021.
  • 898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on United Asset Strategies's 13F filing for Q1 2022, filed 29 Apr 2022.