Clear Creek Financial Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Clear Creek Financial 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 Q1	–	Sell	-2,830	Closed	-$326K	–	357
2021 Q4	$326K	Hold	2,830	–	–	0.05%	240
2021 Q3	$317K	Sell	2,830 -34	-1%	-$3.91K	0.05%	232
2021 Q2	$324K	Buy	+2,864	New	+$306K	0.05%	222
2021 Q1	–	Sell	-35,300	Closed	-$3.62M	–	155
2020 Q4	$3.62M	Buy	35,300 +5,676	+19%	+$540K	0.7%	38
2020 Q3	$2.56M	Buy	+29,624	New	+$2.5M	0.12%	59

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Clear Creek Financial Management's IWP Position: Q1 2022 in Review

Clear Creek Financial Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 2,830 shares — an estimated $326K sold.

Clear Creek Financial Management first reported a position in IWP in Q3 2020 and held it in 5 quarters. The position peaked at $3.62M in Q4 2020. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

Clear Creek Financial Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Clear Creek Financial Management sold 2,830 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $326K.
Clear Creek Financial Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and held it in 5 quarters.
Clear Creek Financial Management's iShares Russell Mid-Cap Growth ETF position peaked at $3.62M in Q4 2020.
898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Clear Creek Financial Management's 13F filing for Q1 2022, filed 2 May 2022.