WealthOne’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WealthOne’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	-3,010	Closed	-$347K	–	132
2021 Q4	$347K	Sell	3,010 -5,389	-64%	-$628K	0.12%	80
2021 Q3	$941K	Buy	8,399 +722	+9%	+$83K	0.35%	34
2021 Q2	$869K	Buy	7,677 +135	+2%	+$14.4K	0.34%	38
2021 Q1	$770K	Sell	7,542 -183	-2%	-$19.1K	0.33%	48
2020 Q4	$793K	Buy	7,725 +1,505	+24%	+$143K	0.38%	35
2020 Q3	$538K	Buy	6,220 +388	+7%	+$32.7K	0.3%	45
2020 Q2	$461K	Buy	5,832 +1,664	+40%	+$121K	0.28%	46
2020 Q1	$253K	Sell	4,168 -3,872	-48%	-$282K	0.19%	73
2019 Q4	$613K	Buy	8,040 +4,828	+150%	+$354K	0.38%	38
2019 Q3	$227K	Sell	3,212 -194	-6%	-$13.9K	0.16%	80
2019 Q2	$243K	Buy	+3,406	New	+$237K	0.17%	85
2019 Q1	–	Sell	-726	Closed	-$41K	–	311
2018 Q4	$41K	Buy	+726	New	+$44.2K	0.04%	194

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

WealthOne's IWP Position: Q1 2022 in Review

WealthOne sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 3,010 shares — an estimated $347K sold.

WealthOne first reported a position in IWP in Q4 2018 and held it in 12 quarters. The position peaked at $941K in Q3 2021. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

WealthOne reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
WealthOne sold 3,010 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $347K.
WealthOne first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and held it in 12 quarters.
WealthOne's iShares Russell Mid-Cap Growth ETF position peaked at $941K in Q3 2021.
898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on WealthOne's 13F filing for Q1 2022, filed 27 Apr 2022.