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

Inscription Capital’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	–	Sell	-4,778	Closed	-$541K	–	309
2021 Q2	$541K	Buy	+4,778	New	+$510K	0.06%	191
2019 Q2	–	Sell	-808	Closed	-$55K	–	178
2019 Q1	$55K	Hold	808	–	–	0.03%	186
2018 Q4	$46K	Buy	+808	New	+$49.2K	0.03%	201

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

Inscription Capital's IWP Position: Q3 2021 in Review

Inscription Capital sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2021, closing a stake of 4,778 shares — an estimated $541K sold.

Inscription Capital first reported a position in IWP in Q4 2018 and held it in 3 quarters. The position peaked at $541K in Q2 2021. 833 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

Inscription Capital reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Inscription Capital sold 4,778 iShares Russell Mid-Cap Growth ETF shares in Q3 2021, an estimated $541K.
Inscription Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and held it in 3 quarters.
Inscription Capital's iShares Russell Mid-Cap Growth ETF position peaked at $541K in Q2 2021.
833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Inscription Capital's 13F filing for Q3 2021, filed 9 Nov 2021.