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Zullo Investment Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Zullo Investment Group’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 		– Sell
-70
Closed -$6K – 778
2022
Q2 		$6K Hold
70
– – ﹤0.01% 583
2022
Q1 		$7K Buy
70
+10
+17% +$996 ﹤0.01% 592
2021
Q4 		$7K Buy
+60
New +$7K ﹤0.01% 602

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
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

Zullo Investment Group's IWP Position: Q3 2022 in Review

Zullo Investment Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2022, closing a stake of 70 shares — an estimated $6K sold.

Zullo Investment Group first reported a position in IWP in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 811 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

  • Zullo Investment Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Zullo Investment Group sold 70 iShares Russell Mid-Cap Growth ETF shares in Q3 2022, an estimated $6K.
  • Zullo Investment Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 3 quarters.
  • Zullo Investment Group's iShares Russell Mid-Cap Growth ETF position peaked at $7K in Q1 2022.
  • 811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

Based on Zullo Investment Group's 13F filing for Q3 2022, filed 8 Nov 2022.