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Cabana LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cabana LLC’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 		$151K Buy
+1,904
New +$138K 0.01% 38
2020
Q1 		– Sell
-2,026
Closed -$155K – 62
2019
Q4 		$155K Buy
+2,026
New +$149K 0.02% 55

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cabana LLC's IWP Position: Q2 2020 in Review

Cabana LLC opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2020: 1,904 shares worth $151K. The stake represents 0.01% of the portfolio and ranks #38 among its holdings. This is a return to the name: Cabana LLC previously reported a position in IWP as recently as Q4 2019.

Cabana LLC first reported a position in IWP in Q4 2019 and has held it in 2 quarters since. The position peaked at $155K in Q4 2019. 688 funds tracked by Wall St. Rank hold IWP as of Q2 2020.

  • Cabana LLC held 1,904 shares of iShares Russell Mid-Cap Growth ETF worth $151K as of Q2 2020.
  • iShares Russell Mid-Cap Growth ETF was a new Cabana LLC position in Q2 2020.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Cabana LLC's portfolio in Q2 2020, its #38 holding.
  • Cabana LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 2 quarters since.
  • Cabana LLC's iShares Russell Mid-Cap Growth ETF position peaked at $155K in Q4 2019.
  • 688 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2020.

Based on Cabana LLC's 13F filing for Q2 2020, filed 12 Aug 2020.