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Formidable Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Formidable Asset 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
2020
Q4 		– Sell
-2,632
Closed -$228K – 291
2020
Q3 		$228K Sell
2,632
-208
-7% -$17.6K 0.07% 211
2020
Q2 		$224K Buy
+2,840
New +$206K 0.07% 217

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Formidable Asset Management's IWP Position: Q4 2020 in Review

Formidable Asset Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2020, closing a stake of 2,632 shares — an estimated $228K sold.

Formidable Asset Management first reported a position in IWP in Q2 2020 and held it in 2 quarters. The position peaked at $228K in Q3 2020. 815 funds tracked by Wall St. Rank hold IWP as of Q4 2020.

  • Formidable Asset Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Formidable Asset Management sold 2,632 iShares Russell Mid-Cap Growth ETF shares in Q4 2020, an estimated $228K.
  • Formidable Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and held it in 2 quarters.
  • Formidable Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $228K in Q3 2020.
  • 815 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2020.

Based on Formidable Asset Management's 13F filing for Q4 2020, filed 29 Jan 2021.