FWM
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ForthRight Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

ForthRight 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
2021
Q1 		– Sell
-748
Closed -$77K – 107
2020
Q4 		$77K Buy
+748
New +$71.2K 0.06% 57

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 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

ForthRight Wealth Management's IWP Position: Q1 2021 in Review

ForthRight Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2021, closing a stake of 748 shares — an estimated $77K sold.

ForthRight Wealth Management first reported a position in IWP in Q4 2020 and held it in 1 quarter. The position peaked at $77K in Q4 2020. 801 funds tracked by Wall St. Rank hold IWP as of Q1 2021.

  • ForthRight Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 748 iShares Russell Mid-Cap Growth ETF shares in Q1 2021, an estimated $77K.
  • ForthRight Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $77K in Q4 2020.
  • 801 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.