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Campbell Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Campbell Wealth 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
2020
Q3 		– Sell
-1,018
Closed -$80K – 210
2020
Q2 		$80K Buy
+1,018
New +$73.8K 0.01% 107

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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Campbell Wealth Management's IWP Position: Q3 2020 in Review

Campbell Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2020, closing a stake of 1,018 shares — an estimated $80K sold.

Campbell Wealth Management first reported a position in IWP in Q2 2020 and held it in 1 quarter. The position peaked at $80K in Q2 2020. 714 funds tracked by Wall St. Rank hold IWP as of Q3 2020.

  • Campbell Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 1,018 iShares Russell Mid-Cap Growth ETF shares in Q3 2020, an estimated $80K.
  • Campbell Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $80K in Q2 2020.
  • 714 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.