IP
IWP icon

Intellectus Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Intellectus Partners’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
2019
Q2 		– Sell
-58
Closed -$4K – 296
2019
Q1 		$4K Buy
+58
New +$3.72K ﹤0.01% 406
2018
Q4 		– Sell
-58
Closed -$4K – 411
2018
Q3 		$4K Hold
58
– – ﹤0.01% 538
2018
Q2 		$4K Hold
58
– – ﹤0.01% 544
2018
Q1 		$4K Hold
58
– – ﹤0.01% 547
2017
Q4 		$3K Hold
58
– – ﹤0.01% 570
2017
Q3 		$3K Hold
58
– – ﹤0.01% 717
2017
Q2 		$3K Hold
58
– – ﹤0.01% 703
2017
Q1 		$3K Hold
58
– – ﹤0.01% 633
2016
Q4 		$3K Buy
+58
New +$2.8K ﹤0.01% 634

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UBS Group
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Commonwealth Equity Services
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CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return