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Altshuler Shaham’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Altshuler Shaham’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 		– Sell
-378
Closed -$43K – 593
2021
Q2 		$43K Buy
+378
New +$40.4K ﹤0.01% 462

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Altshuler Shaham's IWP Position: Q3 2021 in Review

Altshuler Shaham sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2021, closing a stake of 378 shares — an estimated $43K sold.

Altshuler Shaham first reported a position in IWP in Q2 2021 and held it in 1 quarter. The position peaked at $43K in Q2 2021. 833 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

  • Altshuler Shaham reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Altshuler Shaham sold 378 iShares Russell Mid-Cap Growth ETF shares in Q3 2021, an estimated $43K.
  • Altshuler Shaham first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and held it in 1 quarter.
  • Altshuler Shaham's iShares Russell Mid-Cap Growth ETF position peaked at $43K in Q2 2021.
  • 833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Altshuler Shaham's 13F filing for Q3 2021, filed 15 Nov 2021.