Williams Jones Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Williams Jones Wealth Management’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	-2,286	Closed	-$230K	–	596
2022 Q1	$230K	Hold	2,286	–	–	﹤0.01%	461
2021 Q4	$263K	Hold	2,286	–	–	﹤0.01%	417
2021 Q3	$256K	Buy	+2,286	New	+$263K	﹤0.01%	424
2020 Q3	–	Sell	-3,662	Closed	-$290K	–	448
2020 Q2	$290K	Buy	+3,662	New	+$266K	0.01%	325

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

Williams Jones Wealth Management's IWP Position: Q2 2022 in Review

Williams Jones Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2022, closing a stake of 2,286 shares — an estimated $230K sold.

Williams Jones Wealth Management first reported a position in IWP in Q2 2020 and held it in 4 quarters. The position peaked at $290K in Q2 2020. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

Williams Jones Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Williams Jones Wealth Management sold 2,286 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $230K.
Williams Jones Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and held it in 4 quarters.
Williams Jones Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $290K in Q2 2020.
827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on Williams Jones Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.