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

Dimension 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
2019
Q3 		– Sell
-11,000
Closed -$784K – 96
2019
Q2 		$784K Buy
+11,000
New +$765K 0.26% 47

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Dimension Capital Management's IWP Position: Q3 2019 in Review

Dimension Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2019, closing a stake of 11,000 shares — an estimated $784K sold.

Dimension Capital Management first reported a position in IWP in Q2 2019 and held it in 1 quarter. The position peaked at $784K in Q2 2019. 583 funds tracked by Wall St. Rank hold IWP as of Q3 2019.

  • Dimension Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Dimension Capital Management sold 11,000 iShares Russell Mid-Cap Growth ETF shares in Q3 2019, an estimated $784K.
  • Dimension Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and held it in 1 quarter.
  • Dimension Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $784K in Q2 2019.
  • 583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2019.

Based on Dimension Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.