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

Harborview 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 Q3	$280K	Hold	2,500	–	–	0.16%	93
2021 Q2	$283K	Hold	2,500	–	–	0.16%	87
2021 Q1	$255K	Hold	2,500	–	–	0.15%	87
2020 Q4	$257K	Hold	2,500	–	–	0.17%	84
2020 Q3	$216K	Sell	2,500 -198	-7%	-$16.7K	0.16%	86
2020 Q2	$213K	Buy	+2,698	New	+$196K	0.18%	80
2020 Q1	–	Sell	-2,912	Closed	-$222K	–	88
2019 Q4	$222K	Sell	2,912 -400	-12%	-$29.3K	0.17%	80
2019 Q3	$234K	Sell	3,312 -100	-3%	-$7.19K	0.19%	75
2019 Q2	$243K	Hold	3,412	–	–	0.2%	74
2019 Q1	$231K	Buy	+3,412	New	+$219K	0.2%	65
2018 Q4	–	Sell	-3,412	Closed	-$231K	–	62
2018 Q3	$231K	Buy	3,412 +154	+5%	+$10.2K	0.23%	56
2018 Q2	$206K	Sell	3,258 -780	-19%	-$49.1K	0.19%	69
2018 Q1	$248K	Sell	4,038 -300	-7%	-$18.7K	0.24%	59
2017 Q4	$262K	Buy	+4,338	New	+$255K	0.25%	52

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Harborview Advisors's IWP Position: Q3 2021 in Review

Harborview Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2021 at 2,500 shares worth $280K. The position accounts for 0.16% of the portfolio, ranked #93.

Harborview Advisors first reported a position in IWP in Q4 2017 and has held it in 14 quarters since. The position peaked at $283K in Q2 2021. 833 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

Harborview Advisors held 2,500 shares of iShares Russell Mid-Cap Growth ETF worth $280K as of Q3 2021.
Harborview Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2021.
iShares Russell Mid-Cap Growth ETF made up 0.16% of Harborview Advisors's portfolio in Q3 2021, its #93 holding.
Harborview Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 14 quarters since.
Harborview Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $283K in Q2 2021.
833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.