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

Calamos 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
2020 Q2	–	Sell	-71,000	Closed	-$4.32M	–	746
2020 Q1	$4.32M	Buy	+71,000	New	+$5.17M	0.03%	426
2019 Q3	–	Sell	-14,200	Closed	-$1.01M	–	774
2019 Q2	$1.01M	Buy	+14,200	New	+$988K	0.01%	646
2015 Q1	–	Sell	-35,600	Closed	-$1.66M	–	703
2014 Q4	$1.66M	Buy	+35,600	New	+$1.61M	0.01%	501
2014 Q1	–	Sell	-14,450	Closed	-$610K	–	645
2013 Q4	$610K	Buy	+14,450	New	+$584K	﹤0.01%	576

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

Calamos Advisors's IWP Position: Q2 2020 in Review

Calamos Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2020, closing a stake of 71,000 shares — an estimated $4.32M sold.

Calamos Advisors first reported a position in IWP in Q4 2013 and held it in 4 quarters. The position peaked at $4.32M in Q1 2020. 689 funds tracked by Wall St. Rank hold IWP as of Q2 2020.

Calamos Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
Calamos Advisors sold 71,000 iShares Russell Mid-Cap Growth ETF shares in Q2 2020, an estimated $4.32M.
Calamos Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and held it in 4 quarters.
Calamos Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $4.32M in Q1 2020.
689 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2020.

Based on Calamos Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.