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

Horan Capital 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
2020 Q4	–	Sell	-1,040	Closed	-$90K	–	178
2020 Q3	$90K	Buy	+1,040	New	+$87.8K	0.05%	128
2020 Q1	–	Sell	-1,080	Closed	-$82K	–	165
2019 Q4	$82K	Hold	1,080	–	–	0.05%	115
2019 Q3	$76K	Buy	+1,080	New	+$77.6K	0.05%	118
2019 Q2	–	Sell	-1,080	Closed	-$73K	–	158
2019 Q1	$73K	Buy	+1,080	New	+$69.3K	0.05%	122
2017 Q4	–	Sell	-1,080	Closed	-$61K	–	168
2017 Q3	$61K	Buy	+1,080	New	+$59.3K	0.04%	133

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 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

Horan Capital Advisors's IWP Position: Q4 2020 in Review

Horan Capital Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2020, closing a stake of 1,040 shares — an estimated $90K sold.

Horan Capital Advisors first reported a position in IWP in Q3 2017 and held it in 5 quarters. The position peaked at $90K in Q3 2020. 816 funds tracked by Wall St. Rank hold IWP as of Q4 2020.

Horan Capital Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 1,040 iShares Russell Mid-Cap Growth ETF shares in Q4 2020, an estimated $90K.
Horan Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and held it in 5 quarters.
Horan Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $90K in Q3 2020.
816 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.