BTR Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

BTR Capital Management’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
2022 Q3	$519K	Hold	6,612	–	–	0.08%	111
2022 Q2	$524K	Sell	6,612 -600	-8%	-$52.3K	0.08%	112
2022 Q1	$725K	Sell	7,212 -1,200	-14%	-$120K	0.09%	102
2021 Q4	$969K	Hold	8,412	–	–	0.11%	91
2021 Q3	$943K	Sell	8,412 -500	-6%	-$57.5K	0.12%	87
2021 Q2	$1.01M	Hold	8,912	–	–	0.13%	85
2021 Q1	$910K	Sell	8,912 -2,100	-19%	-$220K	0.13%	90
2020 Q4	$1.13M	Hold	11,012	–	–	0.18%	77
2020 Q3	$952K	Hold	11,012	–	–	0.17%	75
2020 Q2	$871K	Hold	11,012	–	–	0.16%	77
2020 Q1	$669K	Buy	+11,012	New	+$802K	0.15%	83

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

BTR Capital Management's IWP Position: Q3 2022 in Review

BTR Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2022 at 6,612 shares worth $519K. The position accounts for 0.08% of the portfolio, ranked #111.

BTR Capital Management first reported a position in IWP in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.13M in Q4 2020. 811 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

BTR Capital Management held 6,612 shares of iShares Russell Mid-Cap Growth ETF worth $519K as of Q3 2022.
BTR Capital Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2022.
iShares Russell Mid-Cap Growth ETF made up 0.08% of BTR Capital Management's portfolio in Q3 2022, its #111 holding.
BTR Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 11 quarters since.
BTR Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.13M in Q4 2020.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.