Advus Financial Partners, LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Advus Financial Partners, LLC’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
2021 Q3	$2.51M	Buy	+21,771	New	+$2.5M	1.38%	18

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Advus Financial Partners, LLC's IWP Position: Q3 2021 in Review

Advus Financial Partners, LLC opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2021: 21,771 shares worth $2.51M. The stake represents 1.38% of the portfolio and ranks #18 among its holdings.

835 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

Advus Financial Partners, LLC held 21,771 shares of iShares Russell Mid-Cap Growth ETF worth $2.51M as of Q3 2021.
iShares Russell Mid-Cap Growth ETF was a new Advus Financial Partners, LLC position in Q3 2021.
iShares Russell Mid-Cap Growth ETF made up 1.38% of Advus Financial Partners, LLC's portfolio in Q3 2021, its #18 holding.
835 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Advus Financial Partners, LLC's 13F filing for Q3 2021, filed 25 Aug 2026.