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W Advisors LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

W Advisors LLC’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
Q2 		– Sell
-2,590
Closed -$261K – 113
2022
Q1 		$261K Sell
2,590
-77
-3% -$7.67K 0.2% 90
2021
Q4 		$307K Buy
+2,667
New +$311K 0.23% 81

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

W Advisors LLC's IWP Position: Q2 2022 in Review

W Advisors LLC sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2022, closing a stake of 2,590 shares — an estimated $261K sold.

W Advisors LLC first reported a position in IWP in Q4 2021 and held it in 2 quarters. The position peaked at $307K in Q4 2021. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

  • W Advisors LLC reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • W Advisors LLC sold 2,590 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $261K.
  • W Advisors LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 2 quarters.
  • W Advisors LLC's iShares Russell Mid-Cap Growth ETF position peaked at $307K in Q4 2021.
  • 827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on W Advisors LLC's 13F filing for Q2 2022, filed 26 Aug 2022.