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Arvest Bank Trust Division’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Arvest Bank Trust Division’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
Q1 		– Sell
-7,498
Closed -$572K – 134
2019
Q4 		$572K Buy
7,498
+1,468
+24% +$108K 0.04% 86
2019
Q3 		$426K Buy
+6,030
New +$433K 0.03% 98

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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Arvest Bank Trust Division's IWP Position: Q1 2020 in Review

Arvest Bank Trust Division sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2020, closing a stake of 7,498 shares — an estimated $572K sold.

Arvest Bank Trust Division first reported a position in IWP in Q3 2019 and held it in 2 quarters. The position peaked at $572K in Q4 2019. 623 funds tracked by Wall St. Rank hold IWP as of Q1 2020.

  • Arvest Bank Trust Division reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Arvest Bank Trust Division sold 7,498 iShares Russell Mid-Cap Growth ETF shares in Q1 2020, an estimated $572K.
  • Arvest Bank Trust Division first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2019 and held it in 2 quarters.
  • Arvest Bank Trust Division's iShares Russell Mid-Cap Growth ETF position peaked at $572K in Q4 2019.
  • 623 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2020.

Based on Arvest Bank Trust Division's 13F filing for Q1 2020, filed 14 Apr 2020.