Dakota Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Dakota Wealth 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
2021 Q3	–	Sell	-2,080	Closed	-$235K	–	358
2021 Q2	$235K	Sell	2,080 -64	-3%	-$6.84K	0.03%	303
2021 Q1	$219K	Hold	2,144	–	–	0.03%	286
2020 Q4	$220K	Sell	2,144 -2,832	-57%	-$269K	0.03%	292
2020 Q3	$430K	Sell	4,976 -1,040	-17%	-$87.8K	0.07%	193
2020 Q2	$476K	Hold	6,016	–	–	0.08%	171
2020 Q1	$366K	Sell	6,016 -1,244	-17%	-$90.7K	0.08%	177
2019 Q4	$554K	Hold	7,260	–	–	0.09%	181
2019 Q3	$513K	Buy	+7,260	New	+$522K	0.09%	182

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Dakota Wealth Management's IWP Position: Q3 2021 in Review

Dakota Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2021, closing a stake of 2,080 shares — an estimated $235K sold.

Dakota Wealth Management first reported a position in IWP in Q3 2019 and held it in 8 quarters. The position peaked at $554K in Q4 2019. 835 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

Dakota Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Dakota Wealth Management sold 2,080 iShares Russell Mid-Cap Growth ETF shares in Q3 2021, an estimated $235K.
Dakota Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2019 and held it in 8 quarters.
Dakota Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $554K in Q4 2019.
835 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Dakota Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.