BRC
IWP icon

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

Bell Rock Capital’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
-18
Closed -$1K – 179
2019
Q4 		$1K Hold
18
– – ﹤0.01% 363
2019
Q3 		$1K Hold
18
– – ﹤0.01% 343
2019
Q2 		$1K Sell
18
-44
-71% -$3.06K ﹤0.01% 355
2019
Q1 		$4K Sell
62
-360
-85% -$23.1K ﹤0.01% 365
2018
Q4 		$23K Buy
422
+188
+80% +$11.4K 0.02% 287
2018
Q3 		$16K Hold
234
– – 0.01% 332
2018
Q2 		$15K Buy
234
+38
+19% +$2.39K 0.01% 354
2018
Q1 		$12K Buy
196
+116
+145% +$7.24K 0.01% 363
2017
Q4 		$4K Buy
80
+40
+100% +$2.35K ﹤0.01% 389
2017
Q3 		$2K Buy
40
+22
+122% +$1.21K ﹤0.01% 385
2017
Q2 		$1K Hold
18
– – ﹤0.01% 409
2017
Q1 		$1K Hold
18
– – ﹤0.01% 351
2016
Q4 		$1K Buy
+18
New +$868 ﹤0.01% 345

Other funds holding IWP

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Morgan Stanley
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Bank of America
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PNC Financial Services Group
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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
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
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return