WC Walker & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WC Walker & Associates’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 Q4	$399K	Hold	4,417	–	–	0.21%	60
2022 Q3	$368K	Hold	4,417	–	–	0.21%	60
2022 Q2	$359K	Hold	4,417	–	–	0.21%	53
2022 Q1	$434K	Hold	4,417	–	–	0.23%	52
2021 Q4	$460K	Hold	4,417	–	–	0.23%	50
2021 Q3	$495K	Sell	4,417 -2,537	-36%	-$292K	0.27%	47
2021 Q2	$791K	Hold	6,954	–	–	0.41%	43
2021 Q1	$733K	Sell	6,954 -3,478	-33%	-$364K	0.42%	45
2020 Q4	$1.15M	Buy	+10,432	New	+$993K	0.66%	42

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

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

WC Walker & Associates's IWP Position: Q4 2022 in Review

WC Walker & Associates held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2022 at 4,417 shares worth $399K. The position accounts for 0.21% of the portfolio, ranked #60.

WC Walker & Associates first reported a position in IWP in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.15M in Q4 2020. 886 funds tracked by Wall St. Rank hold IWP as of Q4 2022.

WC Walker & Associates held 4,417 shares of iShares Russell Mid-Cap Growth ETF worth $399K as of Q4 2022.
WC Walker & Associates left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2022.
iShares Russell Mid-Cap Growth ETF made up 0.21% of WC Walker & Associates's portfolio in Q4 2022, its #60 holding.
WC Walker & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 9 quarters since.
WC Walker & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $1.15M in Q4 2020.
886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.