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

Great Lakes 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
2022 Q2	–	Sell	-2,106	Closed	-$212K	–	709
2022 Q1	$212K	Hold	2,106	–	–	﹤0.01%	660
2021 Q4	$243K	Hold	2,106	–	–	﹤0.01%	627
2021 Q3	$236K	Hold	2,106	–	–	﹤0.01%	626
2021 Q2	$238K	Sell	2,106 -2,394	-53%	-$256K	﹤0.01%	628
2021 Q1	$459K	Hold	4,500	–	–	0.01%	518
2020 Q4	$462K	Sell	4,500 -1,250	-22%	-$119K	0.01%	493
2020 Q3	$497K	Hold	5,750	–	–	0.01%	443
2020 Q2	$455K	Hold	5,750	–	–	0.01%	445
2020 Q1	$350K	Hold	5,750	–	–	0.01%	456
2019 Q4	$439K	Sell	5,750 -1,490	-21%	-$109K	0.01%	461
2019 Q3	$512K	Hold	7,240	–	–	0.01%	446
2019 Q2	$516K	Hold	7,240	–	–	0.01%	448
2019 Q1	$491K	Hold	7,240	–	–	0.01%	457
2018 Q4	$412K	Hold	7,240	–	–	0.01%	459
2018 Q3	$491K	Buy	+7,240	New	+$481K	0.01%	467

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Great Lakes Advisors's IWP Position: Q2 2022 in Review

Great Lakes Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2022, closing a stake of 2,106 shares — an estimated $212K sold.

Great Lakes Advisors first reported a position in IWP in Q3 2018 and held it in 15 quarters. The position peaked at $516K in Q2 2019. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

Great Lakes Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Great Lakes Advisors sold 2,106 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $212K.
Great Lakes Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2018 and held it in 15 quarters.
Great Lakes Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $516K in Q2 2019.
827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on Great Lakes Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.