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Darrell & King’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Darrell & King’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 		$204K Buy
+1,984
New +$189K 0.03% 40
2016
Q3 		– Sell
-5,110
Closed -$239K – 50
2016
Q2 		$239K Hold
5,110
– – 0.04% 42
2016
Q1 		$235K Sell
5,110
-400
-7% -$17.3K 0.04% 46
2015
Q4 		$253K Buy
+5,510
New +$256K 0.04% 46

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
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Darrell & King's IWP Position: Q4 2020 in Review

Darrell & King opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2020: 1,984 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #40 among its holdings. This is a return to the name: Darrell & King previously reported a position in IWP as recently as Q2 2016.

Darrell & King first reported a position in IWP in Q4 2015 and has held it in 4 quarters since. The position peaked at $253K in Q4 2015. 815 funds tracked by Wall St. Rank hold IWP as of Q4 2020.

  • Darrell & King held 1,984 shares of iShares Russell Mid-Cap Growth ETF worth $204K as of Q4 2020.
  • iShares Russell Mid-Cap Growth ETF was a new Darrell & King position in Q4 2020.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of Darrell & King's portfolio in Q4 2020, its #40 holding.
  • Darrell & King first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 4 quarters since.
  • Darrell & King's iShares Russell Mid-Cap Growth ETF position peaked at $253K in Q4 2015.
  • 815 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2020.

Based on Darrell & King's 13F filing for Q4 2020, filed 15 Jan 2021.