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

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

Bell Rock Capital's IWP Position: Q1 2020 in Review

Bell Rock Capital sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2020, closing a stake of 18 shares — an estimated $1K sold.

Bell Rock Capital first reported a position in IWP in Q4 2016 and held it in 13 quarters. The position peaked at $23K in Q4 2018. 623 funds tracked by Wall St. Rank hold IWP as of Q1 2020.

Bell Rock Capital reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
Bell Rock Capital sold 18 iShares Russell Mid-Cap Growth ETF shares in Q1 2020, an estimated $1K.
Bell Rock Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and held it in 13 quarters.
Bell Rock Capital's iShares Russell Mid-Cap Growth ETF position peaked at $23K in Q4 2018.
623 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.