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BAC
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
0.08%
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
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TF
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14.26%
1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
UBS Group
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$564B AUM
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1-Year Est. Return
Jones Financial Companies
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$208B AUM
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1-Year Est. Return
AFIMH
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$1.16B AUM
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1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
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Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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