First National Bank of South Miami’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

First National Bank of South Miami’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 Q1	–	Sell	-1,400	Closed	-$107K	–	285
2019 Q4	$107K	Hold	1,400	–	–	0.11%	136
2019 Q3	$100K	Buy	+1,400	New	+$101K	0.1%	146

Other funds holding IWP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $202B AUM 37.79% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

First National Bank of South Miami's IWP Position: Q1 2020 in Review

First National Bank of South Miami sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2020, closing a stake of 1,400 shares — an estimated $107K sold.

First National Bank of South Miami first reported a position in IWP in Q3 2019 and held it in 2 quarters. The position peaked at $107K in Q4 2019. 625 funds tracked by Wall St. Rank hold IWP as of Q1 2020.

First National Bank of South Miami reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
First National Bank of South Miami sold 1,400 iShares Russell Mid-Cap Growth ETF shares in Q1 2020, an estimated $107K.
First National Bank of South Miami first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2019 and held it in 2 quarters.
First National Bank of South Miami's iShares Russell Mid-Cap Growth ETF position peaked at $107K in Q4 2019.
625 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2020.

Based on First National Bank of South Miami's 13F filing for Q1 2020, filed 14 May 2020.