Autus Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Autus Asset 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
2022 Q1	–	Sell	-9,379	Closed	-$1.08M	–	168
2021 Q4	$1.08M	Sell	9,379 -205	-2%	-$23.9K	0.11%	94
2021 Q3	$1.07M	Sell	9,584 -133	-1%	-$15.3K	0.12%	90
2021 Q2	$1.1M	Sell	9,717 -450	-4%	-$48.1K	0.12%	90
2021 Q1	$1.04M	Sell	10,167 -215	-2%	-$22.5K	0.12%	91
2020 Q4	$1.07M	Sell	10,382 -90	-0.9%	-$8.56K	0.14%	90
2020 Q3	$905K	Sell	10,472 -164	-2%	-$13.8K	0.12%	94
2020 Q2	$841K	Buy	10,636 +186	+2%	+$13.5K	0.12%	94
2020 Q1	$635K	Buy	10,450 +120	+1%	+$8.74K	0.11%	94
2019 Q4	$788K	Sell	10,330 -180	-2%	-$13.2K	0.11%	98
2019 Q3	$743K	Sell	10,510 -50	-0.5%	-$3.59K	0.12%	100
2019 Q2	$753K	Buy	10,560 +850	+9%	+$59.1K	0.12%	99
2019 Q1	$659K	Sell	9,710 -102	-1%	-$6.55K	0.11%	104
2018 Q4	$558K	Buy	9,812 +62	+0.6%	+$3.77K	0.11%	104
2018 Q3	$661K	Sell	9,750 -14	-0.1%	-$931	0.11%	104
2018 Q2	$619K	Sell	9,764 -1,202	-11%	-$75.7K	0.11%	104
2018 Q1	$674K	Sell	10,966 -258	-2%	-$16.1K	0.12%	104
2017 Q4	$677K	Buy	11,224 +196	+2%	+$11.5K	0.12%	103
2017 Q3	$624K	Sell	11,028 -10	-0.1%	-$549	0.12%	107
2017 Q2	$596K	Buy	11,038 +120	+1%	+$6.38K	0.12%	108
2017 Q1	$566K	Sell	10,918 -2,790	-20%	-$142K	0.12%	114
2016 Q4	$668K	Sell	13,708 -190	-1%	-$9.16K	0.15%	107
2016 Q3	$677K	Buy	13,898 +450	+3%	+$21.8K	0.15%	107
2016 Q2	$629K	Buy	13,448 +5,066	+60%	+$234K	0.14%	111
2016 Q1	$386K	Sell	8,382 -318	-4%	-$13.7K	0.09%	123
2015 Q4	$400K	Buy	+8,700	New	+$404K	0.1%	124

Other funds holding IWP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Autus Asset Management's IWP Position: Q1 2022 in Review

Autus Asset Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 9,379 shares — an estimated $1.08M sold.

Autus Asset Management first reported a position in IWP in Q4 2015 and held it in 25 quarters. The position peaked at $1.1M in Q2 2021. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

Autus Asset Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Autus Asset Management sold 9,379 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $1.08M.
Autus Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and held it in 25 quarters.
Autus Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.1M in Q2 2021.
898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Autus Asset Management's 13F filing for Q1 2022, filed 13 Apr 2022.