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BBR Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

BBR Partners’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
Q2 		– Sell
-9,446
Closed -$574K – 176
2020
Q1 		$574K Buy
+9,446
New +$688K 0.09% 80

Other funds holding IWP

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BBR Partners's IWP Position: Q2 2020 in Review

BBR Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2020, closing a stake of 9,446 shares — an estimated $574K sold.

BBR Partners first reported a position in IWP in Q1 2020 and held it in 1 quarter. The position peaked at $574K in Q1 2020. 688 funds tracked by Wall St. Rank hold IWP as of Q2 2020.

  • BBR Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • BBR Partners sold 9,446 iShares Russell Mid-Cap Growth ETF shares in Q2 2020, an estimated $574K.
  • BBR Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and held it in 1 quarter.
  • BBR Partners's iShares Russell Mid-Cap Growth ETF position peaked at $574K in Q1 2020.
  • 688 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2020.

Based on BBR Partners's 13F filing for Q2 2020, filed 11 Aug 2020.