HCA
IWP icon

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

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
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return