YWP
IWP icon

YorkBridge Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

YorkBridge Wealth Partners’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 		$541K Buy
6,466
+105
+2% +$8.84K 0.14% 121
2022
Q3 		$499K Sell
6,361
-17
-0.3% -$1.46K 0.13% 123
2022
Q2 		$505K Sell
6,378
-1,367
-18% -$119K 0.13% 126
2022
Q1 		$778K Sell
7,745
-2,178
-22% -$217K 0.17% 104
2021
Q4 		$1.14M Buy
9,923
+3,527
+55% +$411K 0.26% 79
2021
Q3 		$717K Sell
6,396
-15
-0.2% -$1.73K 0.18% 100
2021
Q2 		$726K Sell
6,411
-3
-0% -$320 0.19% 97
2021
Q1 		$655K Sell
6,414
-296
-4% -$30.9K 0.19% 94
2020
Q4 		$689K Buy
6,710
+288
+4% +$27.4K 0.23% 87
2020
Q3 		$555K Buy
6,422
+686
+12% +$57.9K 0.23% 85
2020
Q2 		$453K Hold
5,736
– – 0.21% 93
2020
Q1 		$349K Hold
5,736
– – 0.21% 105
2019
Q4 		$438K Hold
5,736
– – 0.2% 114
2019
Q3 		$405K Buy
5,736
+16
+0.3% +$1.15K 0.2% 112
2019
Q2 		$408K Buy
5,720
+14
+0.2% +$974 0.18% 111
2019
Q1 		$387K Sell
5,706
-3,842
-40% -$247K 0.18% 115
2018
Q4 		$543K Sell
9,548
-48
-0.5% -$2.92K 0.29% 85
2018
Q3 		$647K Buy
9,596
+14
+0.1% +$931 0.3% 78
2018
Q2 		$607K Hold
9,582
– – 0.27% 88
2018
Q1 		$590K Hold
9,582
– – 0.27% 86
2017
Q4 		$577K Sell
9,582
-230
-2% -$13.5K 0.28% 86
2017
Q3 		$555K Sell
9,812
-300
-3% -$16.5K 0.29% 83
2017
Q2 		$546K Hold
10,112
– – 0.29% 82
2017
Q1 		$534K Sell
10,112
-80
-0.8% -$4.08K 0.28% 84
2016
Q4 		$504K Buy
+10,192
New +$491K 0.3% 85

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
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

YorkBridge Wealth Partners's IWP Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.7% in Q4 2022, buying an estimated $8.84K and bringing the position to 6,466 shares worth $541K. The position accounts for 0.14% of the portfolio, ranked #121.

YorkBridge Wealth Partners first reported a position in IWP in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.14M in Q4 2021. 886 funds tracked by Wall St. Rank hold IWP as of Q4 2022.

  • YorkBridge Wealth Partners held 6,466 shares of iShares Russell Mid-Cap Growth ETF worth $541K as of Q4 2022.
  • YorkBridge Wealth Partners bought 105 iShares Russell Mid-Cap Growth ETF shares in Q4 2022, an estimated $8.84K.
  • iShares Russell Mid-Cap Growth ETF made up 0.14% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #121 holding.
  • YorkBridge Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $1.14M in Q4 2021.
  • 886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.