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

Elmwood 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
2019
Q4 		– Sell
-26
Closed -$2K – 170
2019
Q3 		$2K Sell
26
-46
-64% -$3.31K ﹤0.01% 246
2019
Q2 		$5K Hold
72
– – ﹤0.01% 228
2019
Q1 		$5K Hold
72
– – ﹤0.01% 221
2018
Q4 		$4K Buy
+72
New +$4.38K ﹤0.01% 243

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $22.8B AUM 28.56% 1-Year Est. Return

Elmwood Wealth Management's IWP Position: Q4 2019 in Review

Elmwood Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2019, closing a stake of 26 shares — an estimated $2K sold.

Elmwood Wealth Management first reported a position in IWP in Q4 2018 and held it in 4 quarters. The position peaked at $5K in Q2 2019. 689 funds tracked by Wall St. Rank hold IWP as of Q4 2019.

  • Elmwood Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 26 iShares Russell Mid-Cap Growth ETF shares in Q4 2019, an estimated $2K.
  • Elmwood Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and held it in 4 quarters.
  • Elmwood Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $5K in Q2 2019.
  • 689 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2019.

Based on Elmwood Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.