DWM
IWP icon

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

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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