Clear Perspective Advisors’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
2018
Q3
Sell
-30
Closed -$2K 284
2018
Q2
$2K Buy
+30
New +$1.89K ﹤0.01% 467

Other funds holding IWP

Clear Perspective Advisors's IWP Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2018, closing a stake of 30 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in IWP in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 509 funds tracked by Wall St. Rank hold IWP as of Q3 2018.

  • Clear Perspective Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 30 iShares Russell Mid-Cap Growth ETF shares in Q3 2018, an estimated $2K.
  • Clear Perspective Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2018 and held it in 1 quarter.
  • Clear Perspective Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $2K in Q2 2018.
  • 509 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.