Crescent Capital Consulting’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Crescent Capital Consulting’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	$2.88M	Sell	25,017 -15,523	-38%	-$1.81M	0.47%	52
2021 Q3	$4.54M	Sell	40,540 -3,920	-9%	-$451K	0.83%	31
2021 Q2	$5.03M	Sell	44,460 -8,219	-16%	-$878K	0.94%	27
2021 Q1	$5.38M	Buy	52,679 +9,687	+23%	+$1.01M	1.18%	23
2020 Q4	$4.41M	Buy	+42,992	New	+$4.09M	1.14%	21

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

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

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

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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Crescent Capital Consulting's IWP Position: Q4 2021 in Review

Crescent Capital Consulting reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 38% in Q4 2021, selling an estimated $1.81M and leaving 25,017 shares worth $2.88M. The position accounts for 0.47% of the portfolio, ranked #52.

Crescent Capital Consulting first reported a position in IWP in Q4 2020 and has held it in 5 quarters since. The position peaked at $5.38M in Q1 2021. 944 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

Crescent Capital Consulting held 25,017 shares of iShares Russell Mid-Cap Growth ETF worth $2.88M as of Q4 2021.
Crescent Capital Consulting sold 15,523 iShares Russell Mid-Cap Growth ETF shares in Q4 2021, an estimated $1.81M.
iShares Russell Mid-Cap Growth ETF made up 0.47% of Crescent Capital Consulting's portfolio in Q4 2021, its #52 holding.
Crescent Capital Consulting first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 5 quarters since.
Crescent Capital Consulting's iShares Russell Mid-Cap Growth ETF position peaked at $5.38M in Q1 2021.
944 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.