Dumont & Blake Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Dumont & Blake Investment Advisors’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
2022 Q1	–	Sell	-20,111	Closed	-$2.32M	–	216
2021 Q4	$2.32M	Buy	20,111 +281	+1%	+$32.8K	0.6%	42
2021 Q3	$2.22M	Buy	19,830 +217	+1%	+$25K	0.64%	41
2021 Q2	$2.22M	Buy	19,613 +518	+3%	+$55.3K	0.63%	42
2021 Q1	$1.95M	Buy	19,095 +823	+5%	+$86.1K	0.6%	44
2020 Q4	$1.88M	Buy	18,272 +506	+3%	+$48.2K	0.64%	42
2020 Q3	$1.54M	Buy	17,766 +930	+6%	+$78.5K	0.58%	51
2020 Q2	$1.33M	Buy	+16,836	New	+$1.22M	0.56%	52

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Dumont & Blake Investment Advisors's IWP Position: Q1 2022 in Review

Dumont & Blake Investment Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 20,111 shares — an estimated $2.32M sold.

Dumont & Blake Investment Advisors first reported a position in IWP in Q2 2020 and held it in 7 quarters. The position peaked at $2.32M in Q4 2021. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

Dumont & Blake Investment Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Dumont & Blake Investment Advisors sold 20,111 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $2.32M.
Dumont & Blake Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and held it in 7 quarters.
Dumont & Blake Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $2.32M in Q4 2021.
898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.