Wipfli Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wipfli Financial Advisors’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 Q3	$6K	Buy	+76	New	+$6.54K	﹤0.01%	2022

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

FCBT

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFIMH

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

Wipfli Financial Advisors's IWP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2022: 76 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2022 among its holdings.

811 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

Wipfli Financial Advisors held 76 shares of iShares Russell Mid-Cap Growth ETF worth $6K as of Q3 2022.
iShares Russell Mid-Cap Growth ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2022 holding.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.