Bay Harbor Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bay Harbor 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
2020 Q1	–	Sell	-314	Closed	-$24K	–	370
2019 Q4	$24K	Hold	314	–	–	0.01%	192
2019 Q3	$22K	Buy	314 +42	+15%	+$3.02K	0.01%	204
2019 Q2	$19K	Buy	+272	New	+$18.9K	0.01%	214

Other funds holding IWP

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bay Harbor Wealth Management's IWP Position: Q1 2020 in Review

Bay Harbor Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2020, closing a stake of 314 shares — an estimated $24K sold.

Bay Harbor Wealth Management first reported a position in IWP in Q2 2019 and held it in 3 quarters. The position peaked at $24K in Q4 2019. 623 funds tracked by Wall St. Rank hold IWP as of Q1 2020.

Bay Harbor Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
Bay Harbor Wealth Management sold 314 iShares Russell Mid-Cap Growth ETF shares in Q1 2020, an estimated $24K.
Bay Harbor Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and held it in 3 quarters.
Bay Harbor Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $24K in Q4 2019.
623 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2020.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2020, filed 20 May 2020.