Wagner Wealth Management (South Carolina)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wagner Wealth Management (South Carolina)’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	-772	Closed	-$78K	–	711
2022 Q1	$78K	Buy	772 +386	+100%	+$38.4K	0.05%	145
2021 Q4	$44K	Hold	386	–	–	0.03%	272
2021 Q3	$46K	Hold	386	–	–	0.04%	250
2021 Q2	$44K	Hold	386	–	–	0.03%	271
2021 Q1	$39K	Hold	386	–	–	0.03%	256
2020 Q4	$40K	Buy	+386	New	+$36.7K	0.04%	143
2018 Q3	$182K	Buy	2,680 +2	+0.1%	+$133	0.12%	129
2018 Q2	$170K	Buy	2,678 +386	+17%	+$24.3K	0.12%	125
2018 Q1	$141K	Buy	2,292 +4	+0.2%	+$250	0.11%	136
2017 Q4	$144K	Buy	+2,288	New	+$134K	0.11%	137

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Wagner Wealth Management (South Carolina)'s IWP Position: Q2 2022 in Review

Wagner Wealth Management (South Carolina) sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2022, closing a stake of 772 shares — an estimated $78K sold.

Wagner Wealth Management (South Carolina) first reported a position in IWP in Q4 2017 and held it in 10 quarters. The position peaked at $182K in Q3 2018. 828 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

Wagner Wealth Management (South Carolina) reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 772 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $78K.
Wagner Wealth Management (South Carolina) first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s iShares Russell Mid-Cap Growth ETF position peaked at $182K in Q3 2018.
828 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2022, filed 11 Aug 2022.