Atlas Private Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Atlas Private Wealth Management’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 Q2	–	Sell	-350	Closed	-$36K	–	244
2021 Q1	$36K	Hold	350	–	–	0.02%	213
2020 Q4	$36K	Hold	350	–	–	0.03%	217
2020 Q3	$30K	Hold	350	–	–	0.02%	218
2020 Q2	$28K	Buy	+350	New	+$25.4K	0.02%	236

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atlas Private Wealth Management's IWP Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2021, closing a stake of 350 shares — an estimated $36K sold.

Atlas Private Wealth Management first reported a position in IWP in Q2 2020 and held it in 4 quarters. The position peaked at $36K in Q1 2021. 821 funds tracked by Wall St. Rank hold IWP as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 350 iShares Russell Mid-Cap Growth ETF shares in Q2 2021, an estimated $36K.
Atlas Private Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and held it in 4 quarters.
Atlas Private Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $36K in Q1 2021.
821 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.