Clear Investment Research’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Clear Investment Research’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
2021 Q1	–	Sell	-3,220	Closed	-$331K	–	129
2020 Q4	$331K	Buy	3,220 +262	+9%	+$24.9K	0.6%	28
2020 Q3	$256K	Buy	2,958 +4	+0.1%	+$338	0.52%	34
2020 Q2	$234K	Buy	2,954 +646	+28%	+$46.9K	0.5%	36
2020 Q1	$140K	Hold	2,308	–	–	0.34%	41
2019 Q4	$176K	Sell	2,308 -252	-10%	-$18.5K	0.36%	40
2019 Q3	$181K	Buy	2,560 +18	+0.7%	+$1.29K	0.39%	39
2019 Q2	$181K	Sell	2,542 -140	-5%	-$9.74K	0.3%	40
2019 Q1	$182K	Hold	2,682	–	–	0.28%	38
2018 Q4	$153K	Buy	2,682 +816	+44%	+$49.6K	0.25%	39
2018 Q3	$126K	Buy	+1,866	New	+$124K	0.18%	46

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Clear Investment Research's IWP Position: Q1 2021 in Review

Clear Investment Research sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2021, closing a stake of 3,220 shares — an estimated $331K sold.

Clear Investment Research first reported a position in IWP in Q3 2018 and held it in 10 quarters. The position peaked at $331K in Q4 2020. 801 funds tracked by Wall St. Rank hold IWP as of Q1 2021.

Clear Investment Research reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
Clear Investment Research sold 3,220 iShares Russell Mid-Cap Growth ETF shares in Q1 2021, an estimated $331K.
Clear Investment Research first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2018 and held it in 10 quarters.
Clear Investment Research's iShares Russell Mid-Cap Growth ETF position peaked at $331K in Q4 2020.
801 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2021.

Based on Clear Investment Research's 13F filing for Q1 2021, filed 5 May 2021.