Enterprise Financial Services Corp (EFSC)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Enterprise Financial Services Corp (EFSC)’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	-784	Closed	-$89K	–	794
2021 Q2	$89K	Sell	784 -50	-6%	-$5.34K	0.01%	299
2021 Q1	$85K	Hold	834	–	–	0.02%	314
2020 Q4	$86K	Sell	834 -108	-11%	-$10.3K	0.02%	296
2020 Q3	$81K	Hold	942	–	–	0.02%	313
2020 Q2	$74K	Hold	942	–	–	0.02%	321
2020 Q1	$57K	Hold	942	–	–	0.01%	334
2019 Q4	$72K	Hold	942	–	–	0.02%	347
2019 Q3	$67K	Sell	942 -172	-15%	-$12.4K	0.02%	339
2019 Q2	$79K	Hold	1,114	–	–	0.02%	335
2019 Q1	$76K	Sell	1,114 -132	-11%	-$8.47K	0.02%	340
2018 Q4	$71K	Hold	1,246	–	–	0.04%	194
2018 Q3	$84K	Buy	1,246 +50	+4%	+$3.32K	0.04%	206
2018 Q2	$76K	Sell	1,196 -78	-6%	-$4.91K	0.04%	220
2018 Q1	$78K	Hold	1,274	–	–	0.04%	219
2017 Q4	$77K	Hold	1,274	–	–	0.04%	228
2017 Q3	$72K	Hold	1,274	–	–	0.04%	233
2017 Q2	$69K	Hold	1,274	–	–	0.03%	239
2017 Q1	$66K	Hold	1,274	–	–	0.03%	245
2016 Q4	$62K	Hold	1,274	–	–	0.03%	246
2016 Q3	$62K	Hold	1,274	–	–	0.04%	235
2016 Q2	$60K	Hold	1,274	–	–	0.04%	233
2016 Q1	$59K	Hold	1,274	–	–	0.04%	226
2015 Q4	$59K	Hold	1,274	–	–	0.04%	221
2015 Q3	$56K	Hold	1,274	–	–	0.04%	218
2015 Q2	$62K	Hold	1,274	–	–	0.04%	219
2015 Q1	$62K	Hold	1,274	–	–	0.04%	227
2014 Q4	$59K	Hold	1,274	–	–	0.04%	235
2014 Q3	$56K	Hold	1,274	–	–	0.04%	238
2014 Q2	$57K	Hold	1,274	–	–	0.03%	241
2014 Q1	$55K	Hold	1,274	–	–	0.03%	237
2013 Q4	$54K	Hold	1,274	–	–	0.03%	234
2013 Q3	$50K	Sell	1,274 -266	-17%	-$10.1K	0.03%	232
2013 Q2	$55K	Buy	+1,540	New	+$55K	0.04%	194

Other funds holding IWP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s IWP Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2021, closing a stake of 784 shares — an estimated $89K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IWP in Q2 2013 and held it in 33 quarters. The position peaked at $89K in Q2 2021. 835 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 784 iShares Russell Mid-Cap Growth ETF shares in Q3 2021, an estimated $89K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 33 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares Russell Mid-Cap Growth ETF position peaked at $89K in Q2 2021.
835 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.