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Financial Architects (New Jersey)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-816
Closed -$65K – 515
2020
Q2 		$65K Sell
816
-30
-4% -$2.18K 0.02% 381
2020
Q1 		$51K Sell
846
-100
-11% -$7.29K 0.01% 384
2019
Q4 		$72K Buy
946
+228
+32% +$16.7K 0.02% 373
2019
Q3 		$51K Buy
718
+18
+3% +$1.29K 0.01% 435
2019
Q2 		$50K Hold
700
– – 0.01% 515
2019
Q1 		$47K Sell
700
-100
-13% -$6.42K 0.01% 627
2018
Q4 		$45K Hold
800
– – 0.01% 575
2018
Q3 		$54K Hold
800
– – 0.01% 611
2018
Q2 		$51K Hold
800
– – 0.01% 564
2018
Q1 		$49K Hold
800
– – 0.01% 611
2017
Q4 		$48K Sell
800
-78
-9% -$4.58K 0.01% 702
2017
Q3 		$50K Buy
878
+38
+5% +$2.08K 0.01% 683
2017
Q2 		$45K Hold
840
– – 0.01% 706
2017
Q1 		$44K Hold
840
– – 0.01% 692
2016
Q4 		$41K Hold
840
– – 0.01% 618
2016
Q3 		$41K Buy
840
+240
+40% +$11.6K 0.01% 635
2016
Q2 		$28K Hold
600
– – 0.01% 695
2016
Q1 		$28K Buy
+600
New +$25.9K 0.01% 515
2015
Q3 		– Sell
-600
Closed -$29K – 562
2015
Q2 		$29K Hold
600
– – 0.01% 545
2015
Q1 		$29K Hold
600
– – 0.01% 493
2014
Q4 		$28K Hold
600
– – 0.01% 452
2014
Q3 		$27K Hold
600
– – 0.01% 414
2014
Q2 		$27K Buy
+600
New +$25.8K 0.01% 429
2013
Q4 		– Sell
-600
Closed -$24K – 356
2013
Q3 		$24K Hold
600
– – 0.02% 352
2013
Q2 		$22K Buy
+600
New +$21.4K 0.02% 343

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Financial Architects (New Jersey)'s IWP Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2020, closing a stake of 816 shares — an estimated $65K sold.

Financial Architects (New Jersey) first reported a position in IWP in Q2 2013 and held it in 25 quarters. The position peaked at $72K in Q4 2019. 714 funds tracked by Wall St. Rank hold IWP as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 816 iShares Russell Mid-Cap Growth ETF shares in Q3 2020, an estimated $65K.
  • Financial Architects (New Jersey) first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 25 quarters.
  • Financial Architects (New Jersey)'s iShares Russell Mid-Cap Growth ETF position peaked at $72K in Q4 2019.
  • 714 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.