American Research & Management Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

American Research & Management Company’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
2020 Q4	–	Sell	-284	Closed	-$25K	–	377
2020 Q3	$25K	Hold	284	–	–	0.01%	216
2020 Q2	$22K	Hold	284	–	–	0.01%	237
2020 Q1	$17K	Hold	284	–	–	0.01%	232
2019 Q4	$22K	Hold	284	–	–	0.01%	235
2019 Q3	$20K	Hold	284	–	–	0.01%	246
2019 Q2	$20K	Hold	284	–	–	0.01%	259
2019 Q1	$19K	Hold	284	–	–	0.01%	279
2018 Q4	$16K	Hold	284	–	–	0.01%	248
2018 Q3	$19K	Hold	284	–	–	0.01%	250
2018 Q2	$18K	Hold	284	–	–	0.01%	237
2018 Q1	$17K	Hold	284	–	–	0.01%	263
2017 Q4	$17K	Hold	284	–	–	0.01%	273
2017 Q3	$16K	Hold	284	–	–	0.01%	242
2017 Q2	$15K	Hold	284	–	–	﹤0.01%	239
2017 Q1	$15K	Hold	284	–	–	0.01%	233
2016 Q4	$14K	Hold	284	–	–	﹤0.01%	251
2016 Q3	$14K	Hold	284	–	–	0.01%	260
2016 Q2	$13K	Hold	284	–	–	0.01%	253
2016 Q1	$13K	Hold	284	–	–	0.01%	251
2015 Q4	$13K	Hold	284	–	–	0.01%	248
2015 Q3	$13K	Hold	284	–	–	0.01%	263
2015 Q2	$14K	Hold	284	–	–	0.01%	262
2015 Q1	$14K	Hold	284	–	–	0.01%	261
2014 Q4	$13K	Hold	284	–	–	﹤0.01%	262
2014 Q3	$13K	Hold	284	–	–	﹤0.01%	268
2014 Q2	$13K	Hold	284	–	–	﹤0.01%	273
2014 Q1	$12K	Hold	284	–	–	﹤0.01%	282
2013 Q4	$12K	Hold	284	–	–	﹤0.01%	286
2013 Q3	$11K	Hold	284	–	–	﹤0.01%	277
2013 Q2	$10K	Buy	+284	New	+$10.2K	﹤0.01%	279

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

American Research & Management Company's IWP Position: Q4 2020 in Review

American Research & Management Company sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2020, closing a stake of 284 shares — an estimated $25K sold.

American Research & Management Company first reported a position in IWP in Q2 2013 and held it in 30 quarters. The position peaked at $25K in Q3 2020. 815 funds tracked by Wall St. Rank hold IWP as of Q4 2020.

American Research & Management Company reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
American Research & Management Company sold 284 iShares Russell Mid-Cap Growth ETF shares in Q4 2020, an estimated $25K.
American Research & Management Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 30 quarters.
American Research & Management Company's iShares Russell Mid-Cap Growth ETF position peaked at $25K in Q3 2020.
815 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2020.

Based on American Research & Management Company's 13F filing for Q4 2020, filed 28 Jan 2021.