Community Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Community Bank’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	-40	Closed	-$5K	–	444
2021 Q4	$5K	Hold	40	–	–	﹤0.01%	410
2021 Q3	$4K	Hold	40	–	–	﹤0.01%	435
2021 Q2	$5K	Hold	40	–	–	﹤0.01%	435
2021 Q1	$4K	Sell	40 -50	-56%	-$5.23K	﹤0.01%	440
2020 Q4	$9K	Hold	90	–	–	﹤0.01%	400
2020 Q3	$8K	Hold	90	–	–	﹤0.01%	396
2020 Q2	$7K	Buy	+90	New	+$6.53K	﹤0.01%	404
2020 Q1	–	Sell	-650	Closed	-$50K	–	422
2019 Q4	$50K	Hold	650	–	–	0.01%	281
2019 Q3	$46K	Hold	650	–	–	0.01%	271
2019 Q2	$46K	Hold	650	–	–	0.01%	274
2019 Q1	$44K	Hold	650	–	–	0.01%	270
2018 Q4	$37K	Hold	650	–	–	0.01%	278
2018 Q3	$44K	Hold	650	–	–	0.01%	287
2018 Q2	$41K	Hold	650	–	–	0.01%	290
2018 Q1	$40K	Hold	650	–	–	0.01%	290
2017 Q4	$39K	Buy	650 +250	+63%	+$14.7K	﹤0.01%	397
2017 Q3	$23K	Buy	+400	New	+$21.9K	﹤0.01%	408

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Community Bank's IWP Position: Q1 2022 in Review

Community Bank sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 40 shares — an estimated $5K sold.

Community Bank first reported a position in IWP in Q3 2017 and held it in 17 quarters. The position peaked at $50K in Q4 2019. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

Community Bank reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Community Bank sold 40 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $5K.
Community Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and held it in 17 quarters.
Community Bank's iShares Russell Mid-Cap Growth ETF position peaked at $50K in Q4 2019.
898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Community Bank's 13F filing for Q1 2022, filed 5 May 2022.