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

Advisor 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
2019
Q4 		$8.96M Sell
117,428
-87,142
-43% -$6.39M 0.06% 260
2019
Q3 		$14.5M Buy
204,570
+9,164
+5% +$659K 0.11% 177
2019
Q2 		$13.9M Sell
195,406
-2,280
-1% -$159K 0.11% 171
2019
Q1 		$13.4M Buy
197,686
+814
+0.4% +$52.3K 0.11% 168
2018
Q4 		$11.2M Sell
196,872
-23,798
-11% -$1.45M 0.11% 164
2018
Q3 		$15M Buy
220,670
+15,854
+8% +$1.05M 0.15% 126
2018
Q2 		$13M Buy
204,816
+15,948
+8% +$1M 0.18% 110
2018
Q1 		$11.6M Sell
188,868
-7,568
-4% -$473K 0.16% 124
2017
Q4 		$11.8M Buy
196,436
+10,866
+6% +$639K 0.16% 122
2017
Q3 		$10.5M Sell
185,570
-369,424
-67% -$20.3M 0.17% 120
2017
Q2 		$30M Buy
554,994
+380,956
+219% +$20.3M 0.53% 27
2017
Q1 		$9.03M Sell
174,038
-30,192
-15% -$1.54M 0.18% 122
2016
Q4 		$9.95M Buy
204,230
+12,018
+6% +$579K 0.22% 97
2016
Q3 		$9.36M Buy
192,212
+3,664
+2% +$178K 0.23% 99
2016
Q2 		$8.82M Buy
+188,548
New +$8.72M 0.23% 99

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Advisor Group's IWP Position: Q4 2019 in Review

Advisor Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 43% in Q4 2019, selling an estimated $6.39M and leaving 117,428 shares worth $8.96M. The position accounts for 0.06% of the portfolio, ranked #260.

Advisor Group first reported a position in IWP in Q2 2016 and has held it in 15 quarters since. The position peaked at $30M in Q2 2017. 688 funds tracked by Wall St. Rank hold IWP as of Q4 2019.

  • Advisor Group held 117,428 shares of iShares Russell Mid-Cap Growth ETF worth $8.96M as of Q4 2019.
  • Advisor Group sold 87,142 iShares Russell Mid-Cap Growth ETF shares in Q4 2019, an estimated $6.39M.
  • iShares Russell Mid-Cap Growth ETF made up 0.06% of Advisor Group's portfolio in Q4 2019, its #260 holding.
  • Advisor Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Russell Mid-Cap Growth ETF position peaked at $30M in Q2 2017.
  • 688 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.