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Credit Suisse’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Credit Suisse’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 		– Sell
-2,338
Closed -$262K – 4592
2021
Q3 		$262K Buy
2,338
+431
+23% +$49.6K ﹤0.01% 4136
2021
Q2 		$216K Buy
+1,907
New +$204K ﹤0.01% 4261
2019
Q4 		– Sell
-164,870
Closed -$11.7M – 4252
2019
Q3 		$11.7M Buy
+164,870
New +$11.8M 0.01% 1223
2019
Q1 		– Sell
-94,144
Closed -$5.35M – 4064
2018
Q4 		$5.35M Buy
94,144
+59,402
+171% +$3.61M 0.01% 1526
2018
Q3 		$2.35M Sell
34,742
-48,222
-58% -$3.21M ﹤0.01% 2235
2018
Q2 		$5.26M Sell
82,964
-81,966
-50% -$5.16M 0.01% 1700
2018
Q1 		$10.1M Buy
164,930
+137,764
+507% +$8.6M 0.01% 1234
2017
Q4 		$1.64M Sell
27,166
-236,822
-90% -$13.9M ﹤0.01% 2603
2017
Q3 		$14.9M Buy
263,988
+246,176
+1,382% +$13.5M 0.01% 1005
2017
Q2 		$962K Sell
17,812
-50,516
-74% -$2.69M ﹤0.01% 2728
2017
Q1 		$3.54M Buy
+68,328
New +$3.49M ﹤0.01% 1900
2016
Q4 		– Sell
-265,002
Closed -$12.9M – 4156
2016
Q3 		$12.9M Sell
265,002
-230,150
-46% -$11.2M 0.01% 1041
2016
Q2 		$23.2M Buy
495,152
+177,704
+56% +$8.22M 0.03% 689
2016
Q1 		$14.6M Buy
317,448
+223,420
+238% +$9.65M 0.02% 890
2015
Q4 		$4.32M Sell
94,028
-76,942
-45% -$3.58M 0.01% 1700
2015
Q3 		$7.58M Sell
170,970
-16,352
-9% -$775K 0.01% 1285
2015
Q2 		$9.07M Sell
187,322
-26,608
-12% -$1.31M 0.01% 1312
2015
Q1 		$10.5M Buy
213,930
+70
+0% +$3.34K 0.01% 1171
2014
Q4 		$9.97M Buy
213,860
+51,470
+32% +$2.33M 0.01% 1285
2014
Q3 		$7.17M Sell
162,390
-74,484
-31% -$3.32M 0.01% 1499
2014
Q2 		$10.6M Buy
236,874
+100,120
+73% +$4.3M 0.01% 1348
2014
Q1 		$5.87M Buy
136,754
+12,744
+10% +$542K 0.01% 1627
2013
Q4 		$5.23M Buy
124,010
+628
+0.5% +$25.4K ﹤0.01% 1810
2013
Q3 		$4.82M Buy
123,382
+3,698
+3% +$141K ﹤0.01% 1668
2013
Q2 		$4.29M Buy
+119,684
New +$4.28M ﹤0.01% 1697

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Credit Suisse's IWP Position: Q4 2021 in Review

Credit Suisse sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2021, closing a stake of 2,338 shares — an estimated $262K sold.

Credit Suisse first reported a position in IWP in Q2 2013 and held it in 25 quarters. The position peaked at $23.2M in Q2 2016. 944 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

  • Credit Suisse reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Credit Suisse sold 2,338 iShares Russell Mid-Cap Growth ETF shares in Q4 2021, an estimated $262K.
  • Credit Suisse first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 25 quarters.
  • Credit Suisse's iShares Russell Mid-Cap Growth ETF position peaked at $23.2M in Q2 2016.
  • 944 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on Credit Suisse's 13F filing for Q4 2021, filed 14 Feb 2022.