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

V 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 Q3	–	Sell	-5,089	Closed	-$492K	–	236
2023 Q2	$492K	Sell	5,089 -154	-3%	-$14K	0.08%	201
2023 Q1	$477K	Sell	5,243 -20	-0.4%	-$1.78K	0.09%	200
2022 Q4	$440K	Sell	5,263 -155	-3%	-$13K	0.09%	205
2022 Q3	$425K	Sell	5,418 -1	-0%	-$86	0.09%	225
2022 Q2	$429K	Sell	5,419 -31	-0.6%	-$2.7K	0.08%	243
2022 Q1	$547K	Buy	5,450 +251	+5%	+$25K	0.09%	232
2021 Q4	$599K	Sell	5,199 -107	-2%	-$12.5K	0.09%	225
2021 Q3	$595K	Sell	5,306 -25	-0.5%	-$2.88K	0.09%	230
2021 Q2	$603K	Sell	5,331 -248	-4%	-$26.5K	0.1%	232
2021 Q1	$569K	Buy	5,579 +427	+8%	+$44.6K	0.1%	225
2020 Q4	$529K	Buy	+5,152	New	+$490K	0.11%	202
2020 Q3	–	Sell	-5,366	Closed	-$424K	–	252
2020 Q2	$424K	Sell	5,366 -110	-2%	-$7.98K	0.11%	208
2020 Q1	$333K	Buy	5,476 +496	+10%	+$36.1K	0.1%	201
2019 Q4	$352K	Hold	4,980	–	–	0.13%	182
2019 Q3	$352K	Sell	4,980 -70	-1%	-$5.03K	0.13%	182
2019 Q2	$362K	Buy	5,050 +40	+0.8%	+$2.78K	0.14%	171
2019 Q1	$354K	Hold	5,010	–	–	0.14%	160
2018 Q4	$294K	Buy	5,010 +140	+3%	+$8.52K	0.15%	153
2018 Q3	$331K	Sell	4,870 -346	-7%	-$23K	0.15%	157
2018 Q2	$342K	Buy	5,216 +40	+0.8%	+$2.52K	0.19%	130
2018 Q1	$309K	Buy	5,176 +120	+2%	+$7.49K	0.16%	145
2017 Q4	$317K	Sell	5,056 -320	-6%	-$18.8K	0.16%	143
2017 Q3	$303K	Sell	5,376 -184	-3%	-$10.1K	0.15%	133
2017 Q2	$303K	Sell	5,560 -430	-7%	-$22.9K	0.14%	135
2017 Q1	$311K	Sell	5,990 -3,716	-38%	-$190K	0.19%	129
2016 Q4	$470K	Buy	9,706 +32	+0.3%	+$1.54K	0.34%	87
2016 Q3	$469K	Hold	9,674	–	–	0.38%	79
2016 Q2	$453K	Sell	9,674 -1,052	-10%	-$48.7K	0.37%	84
2016 Q1	$494K	Buy	+10,726	New	+$463K	0.4%	73

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 $71.6B AUM 21.08% 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 $374B AUM 17.66% 1-Year Est. Return

V Wealth Advisors's IWP Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2023, closing a stake of 5,089 shares — an estimated $492K sold.

V Wealth Advisors first reported a position in IWP in Q1 2016 and held it in 29 quarters. The position peaked at $603K in Q2 2021. 917 funds tracked by Wall St. Rank hold IWP as of Q3 2023.

V Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 5,089 iShares Russell Mid-Cap Growth ETF shares in Q3 2023, an estimated $492K.
V Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2016 and held it in 29 quarters.
V Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $603K in Q2 2021.
917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.