Cordant Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cordant Inc’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 Q2	–	Sell	-22	Closed	-$2K	–	649
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	679
2021 Q4	$3K	Sell	22 -264	-92%	-$30.8K	﹤0.01%	69
2021 Q3	$32K	Hold	286	–	–	0.02%	73
2021 Q2	$32K	Hold	286	–	–	0.02%	68
2021 Q1	$29K	Buy	286 +22	+8%	+$2.3K	0.02%	75
2020 Q4	$27K	Sell	264 -424	-62%	-$40.3K	0.02%	42
2020 Q3	$59K	Hold	688	–	–	0.05%	38
2020 Q2	$54K	Hold	688	–	–	0.05%	38
2020 Q1	$42K	Hold	688	–	–	0.04%	38
2019 Q4	$52K	Buy	+688	New	+$50.4K	0.04%	49

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

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

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

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

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Cordant Inc's IWP Position: Q2 2022 in Review

Cordant Inc sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2022, closing a stake of 22 shares — an estimated $2K sold.

Cordant Inc first reported a position in IWP in Q4 2019 and held it in 10 quarters. The position peaked at $59K in Q3 2020. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

Cordant Inc reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Cordant Inc sold 22 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $2K.
Cordant Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 10 quarters.
Cordant Inc's iShares Russell Mid-Cap Growth ETF position peaked at $59K in Q3 2020.
827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on Cordant Inc's 13F filing for Q2 2022, filed 17 Aug 2022.