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Bell Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bell Bank’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
2023
Q3 		– Sell
-2,600
Closed -$251K – 186
2023
Q2 		$251K Buy
+2,600
New +$237K 0.03% 167

Other funds holding IWP

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bell Bank's IWP Position: Q3 2023 in Review

Bell Bank sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2023, closing a stake of 2,600 shares — an estimated $251K sold.

Bell Bank first reported a position in IWP in Q2 2023 and held it in 1 quarter. The position peaked at $251K in Q2 2023. 917 funds tracked by Wall St. Rank hold IWP as of Q3 2023.

  • Bell Bank reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Bell Bank sold 2,600 iShares Russell Mid-Cap Growth ETF shares in Q3 2023, an estimated $251K.
  • Bell Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and held it in 1 quarter.
  • Bell Bank's iShares Russell Mid-Cap Growth ETF position peaked at $251K in Q2 2023.
  • 917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2023.

Based on Bell Bank's 13F filing for Q3 2023, filed 30 Oct 2023.