Boys Arnold & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Boys Arnold & Co’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	-6,858	Closed	-$417K	–	113
2020 Q1	$417K	Buy	6,858 +70	+1%	+$5.1K	0.07%	180
2019 Q4	$518K	Buy	6,788 +66	+1%	+$4.84K	0.07%	196
2019 Q3	$472K	Hold	6,722	–	–	0.07%	199
2019 Q2	$479K	Hold	6,722	–	–	0.07%	203
2019 Q1	$456K	Hold	6,722	–	–	0.07%	204
2018 Q4	$378K	Hold	6,722	–	–	0.06%	211
2018 Q3	$453K	Hold	6,722	–	–	0.06%	208
2018 Q2	$426K	Hold	6,722	–	–	0.06%	218
2018 Q1	$415K	Buy	6,722 +582	+9%	+$36.3K	0.06%	223
2017 Q4	$370K	Buy	6,140 +20	+0.3%	+$1.18K	0.06%	233
2017 Q3	$346K	Hold	6,120	–	–	0.06%	228
2017 Q2	$331K	Hold	6,120	–	–	0.04%	231
2017 Q1	$318K	Hold	6,120	–	–	0.05%	237
2016 Q4	$298K	Hold	6,120	–	–	0.05%	238
2016 Q3	$298K	Hold	6,120	–	–	0.05%	242
2016 Q2	$286K	Buy	+6,120	New	+$283K	0.05%	234
2014 Q1	–	Sell	-5,370	Closed	-$227K	–	209
2013 Q4	$227K	Buy	+5,370	New	+$217K	0.04%	182

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 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

Boys Arnold & Co's IWP Position: Q2 2020 in Review

Boys Arnold & Co sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2020, closing a stake of 6,858 shares — an estimated $417K sold.

Boys Arnold & Co first reported a position in IWP in Q4 2013 and held it in 17 quarters. The position peaked at $518K in Q4 2019. 689 funds tracked by Wall St. Rank hold IWP as of Q2 2020.

Boys Arnold & Co reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
Boys Arnold & Co sold 6,858 iShares Russell Mid-Cap Growth ETF shares in Q2 2020, an estimated $417K.
Boys Arnold & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and held it in 17 quarters.
Boys Arnold & Co's iShares Russell Mid-Cap Growth ETF position peaked at $518K in Q4 2019.
689 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.