Berman Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Berman Capital Advisors’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
2021 Q3	$1.24M	Buy	11,024 +11	+0.1%	+$1.26K	0.19%	65
2021 Q2	$1.25M	Sell	11,013 -3,325	-23%	-$355K	0.2%	61
2021 Q1	$1.46M	Buy	14,338 +634	+5%	+$66.3K	0.31%	42
2020 Q4	$1.41M	Buy	13,704 +412	+3%	+$39.2K	0.34%	40
2020 Q3	$1.15M	Sell	13,292 -6	-0%	-$506	0.33%	43
2020 Q2	$1.05M	Buy	13,298 +18	+0.1%	+$1.31K	0.28%	50
2020 Q1	$807K	Sell	13,280 -934	-7%	-$68.1K	0.26%	47
2019 Q4	$1.08M	Buy	14,214 +26	+0.2%	+$1.91K	0.31%	35
2019 Q3	$1M	Sell	14,188 -1,214	-8%	-$87.2K	0.31%	35
2019 Q2	$1.1M	Sell	15,402 -482	-3%	-$33.5K	0.35%	33
2019 Q1	$1.08M	Buy	15,884 +28	+0.2%	+$1.8K	0.36%	33
2018 Q4	$901K	Buy	15,856 +76	+0.5%	+$4.62K	0.35%	34
2018 Q3	$1.07M	Buy	15,780 +32	+0.2%	+$2.13K	0.45%	31
2018 Q2	$998K	Sell	15,748 -3,676	-19%	-$231K	0.35%	39
2018 Q1	$1.19M	Sell	19,424 -3,198	-14%	-$200K	0.46%	33
2017 Q4	$1.36M	Buy	+22,622	New	+$1.33M	0.45%	38

Other funds holding IWP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Berman Capital Advisors's IWP Position: Q3 2021 in Review

Berman Capital Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.1% in Q3 2021, buying an estimated $1.26K and bringing the position to 11,024 shares worth $1.24M. The position accounts for 0.19% of the portfolio, ranked #65.

Berman Capital Advisors first reported a position in IWP in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.46M in Q1 2021. 834 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

Berman Capital Advisors held 11,024 shares of iShares Russell Mid-Cap Growth ETF worth $1.24M as of Q3 2021.
Berman Capital Advisors bought 11 iShares Russell Mid-Cap Growth ETF shares in Q3 2021, an estimated $1.26K.
iShares Russell Mid-Cap Growth ETF made up 0.19% of Berman Capital Advisors's portfolio in Q3 2021, its #65 holding.
Berman Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 16 quarters since.
Berman Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.46M in Q1 2021.
834 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.