GDP
IWP icon

Great Diamond Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Great Diamond Partners’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
2022
Q1 		– Sell
-1,794
Closed -$206K – 227
2021
Q4 		$206K Sell
1,794
-391
-18% -$45.6K 0.05% 211
2021
Q3 		$244K Hold
2,185
– – 0.07% 185
2021
Q2 		$247K Sell
2,185
-75,900
-97% -$8.11M 0.07% 179
2021
Q1 		$7.97M Sell
78,085
-3,577
-4% -$374K 2.45% 6
2020
Q4 		$8.38M Buy
+81,662
New +$7.77M 2.67% 6
2020
Q1 		– Sell
-220
Closed -$16K – 368
2019
Q4 		$16K Buy
+220
New +$16.1K 0.01% 514

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Great Diamond Partners's IWP Position: Q1 2022 in Review

Great Diamond Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 1,794 shares — an estimated $206K sold.

Great Diamond Partners first reported a position in IWP in Q4 2019 and held it in 6 quarters. The position peaked at $8.38M in Q4 2020. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

  • Great Diamond Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Great Diamond Partners sold 1,794 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $206K.
  • Great Diamond Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 6 quarters.
  • Great Diamond Partners's iShares Russell Mid-Cap Growth ETF position peaked at $8.38M in Q4 2020.
  • 898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Great Diamond Partners's 13F filing for Q1 2022, filed 5 May 2022.