Fortis Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Fortis Advisors’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 Q2	–	Sell	-391	Closed	-$40K	–	258
2021 Q1	$40K	Hold	391	–	–	0.03%	151
2020 Q4	$40K	Buy	391 +1	+0.3%	+$95	0.04%	118
2020 Q3	$34K	Hold	390	–	–	0.03%	118
2020 Q2	$31K	Hold	390	–	–	0.03%	133
2020 Q1	$24K	Sell	390 -324	-45%	-$23.6K	0.02%	220
2019 Q4	$54K	Buy	714 +2	+0.3%	+$147	0.03%	206
2019 Q3	$50K	Sell	712 -186	-21%	-$13.4K	0.02%	207
2019 Q2	$64K	Buy	898 +2	+0.2%	+$139	0.03%	212
2019 Q1	$61K	Sell	896 -1,340	-60%	-$86K	0.03%	204
2018 Q4	$127K	Buy	2,236 +10	+0.4%	+$608	0.08%	146
2018 Q3	$151K	Sell	2,226 -52	-2%	-$3.46K	0.08%	103
2018 Q2	$144K	Hold	2,278	–	–	0.08%	104
2018 Q1	$140K	Buy	2,278 +4	+0.2%	+$250	0.08%	93
2017 Q4	$137K	Sell	2,274 -30	-1%	-$1.76K	0.08%	97
2017 Q3	$130K	Buy	+2,304	New	+$126K	0.09%	89

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fortis Advisors's IWP Position: Q2 2021 in Review

Fortis Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2021, closing a stake of 391 shares — an estimated $40K sold.

Fortis Advisors first reported a position in IWP in Q3 2017 and held it in 15 quarters. The position peaked at $151K in Q3 2018. 822 funds tracked by Wall St. Rank hold IWP as of Q2 2021.

Fortis Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Fortis Advisors sold 391 iShares Russell Mid-Cap Growth ETF shares in Q2 2021, an estimated $40K.
Fortis Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and held it in 15 quarters.
Fortis Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $151K in Q3 2018.
822 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2021.

Based on Fortis Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.