Claraphi Advisory Network’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-352
Closed -$21K 749
2020
Q1
$21K Sell
352
-3,332
-90% -$243K 0.01% 627
2019
Q4
$281K Buy
+3,684
New +$270K 0.17% 142

Other funds holding IWP

Claraphi Advisory Network's IWP Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2020, closing a stake of 352 shares — an estimated $21K sold.

Claraphi Advisory Network first reported a position in IWP in Q4 2019 and held it in 2 quarters. The position peaked at $281K in Q4 2019. 688 funds tracked by Wall St. Rank hold IWP as of Q2 2020.

  • Claraphi Advisory Network reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 352 iShares Russell Mid-Cap Growth ETF shares in Q2 2020, an estimated $21K.
  • Claraphi Advisory Network first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 2 quarters.
  • Claraphi Advisory Network's iShares Russell Mid-Cap Growth ETF position peaked at $281K in Q4 2019.
  • 688 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.