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Country Club Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Country Club Trust’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
Q4 		$2.19M Buy
18,961
+25
+0.1% +$2.92K 0.17% 122
2021
Q3 		$2.13M Buy
18,936
+75
+0.4% +$8.63K 0.18% 115
2021
Q2 		$2.15M Buy
18,861
+35
+0.2% +$3.74K 0.19% 113
2021
Q1 		$1.89M Buy
18,826
+752
+4% +$78.6K 0.18% 116
2020
Q4 		$1.86M Buy
18,074
+3,900
+28% +$371K 0.19% 113
2020
Q3 		$1.23M Buy
+14,174
New +$1.2M 0.14% 125
2020
Q2 		– Sell
-10,010
Closed -$621K – 218
2020
Q1 		$621K Hold
10,010
– – 0.09% 144
2019
Q4 		$762K Buy
10,010
+130
+1% +$9.53K 0.08% 145
2019
Q3 		$693K Buy
9,880
+6,550
+197% +$471K 0.08% 146
2019
Q2 		$237K Hold
3,330
– – 0.03% 233
2019
Q1 		$226K Sell
3,330
-200
-6% -$12.8K 0.03% 238
2018
Q4 		$201K Sell
3,530
-400
-10% -$24.3K 0.03% 242
2018
Q3 		$266K Buy
3,930
+600
+18% +$39.9K 0.03% 221
2018
Q2 		$211K Hold
3,330
– – 0.03% 244
2018
Q1 		$205K Buy
+3,330
New +$208K 0.03% 247

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Country Club Trust's IWP Position: Q4 2021 in Review

Country Club Trust increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.13% in Q4 2021, buying an estimated $2.92K and bringing the position to 18,961 shares worth $2.19M. The position accounts for 0.17% of the portfolio, ranked #122.

Country Club Trust first reported a position in IWP in Q1 2018 and has held it in 15 quarters since. 944 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

  • Country Club Trust held 18,961 shares of iShares Russell Mid-Cap Growth ETF worth $2.19M as of Q4 2021.
  • Country Club Trust bought 25 iShares Russell Mid-Cap Growth ETF shares in Q4 2021, an estimated $2.92K.
  • iShares Russell Mid-Cap Growth ETF made up 0.17% of Country Club Trust's portfolio in Q4 2021, its #122 holding.
  • Country Club Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and has held it in 15 quarters since.
  • 944 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on Country Club Trust's 13F filing for Q4 2021, filed 21 Jan 2022.