CWH Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

CWH Capital Management’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
2020 Q4	$8.43M	Sell	82,104 -13,660	-14%	-$1.3M	3.54%	6
2020 Q3	$8.28M	Sell	95,764 -5,364	-5%	-$453K	3.77%	8
2020 Q2	$8M	Buy	+101,128	New	+$7.33M	3.89%	9

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 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

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

CWH Capital Management's IWP Position: Q4 2020 in Review

CWH Capital Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 14% in Q4 2020, selling an estimated $1.3M and leaving 82,104 shares worth $8.43M. The position accounts for 3.54% of the portfolio, ranked #6.

CWH Capital Management first reported a position in IWP in Q2 2020 and has held it in 3 quarters since. 816 funds tracked by Wall St. Rank hold IWP as of Q4 2020.

CWH Capital Management held 82,104 shares of iShares Russell Mid-Cap Growth ETF worth $8.43M as of Q4 2020.
CWH Capital Management sold 13,660 iShares Russell Mid-Cap Growth ETF shares in Q4 2020, an estimated $1.3M.
iShares Russell Mid-Cap Growth ETF made up 3.54% of CWH Capital Management's portfolio in Q4 2020, its #6 holding.
CWH Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 3 quarters since.
816 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.