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

KCM Investment 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
2022 Q1	–	Sell	-1,815	Closed	-$209K	–	421
2021 Q4	$209K	Sell	1,815 -24	-1%	-$2.8K	0.01%	402
2021 Q3	$206K	Hold	1,839	–	–	0.01%	383
2021 Q2	$208K	Buy	+1,839	New	+$196K	0.01%	373
2020 Q1	–	Sell	-2,880	Closed	-$220K	–	323
2019 Q4	$220K	Hold	2,880	–	–	0.01%	324
2019 Q3	$204K	Hold	2,880	–	–	0.01%	319
2019 Q2	$205K	Buy	+2,880	New	+$200K	0.01%	321
2017 Q4	–	Sell	-4,220	Closed	-$239K	–	523
2017 Q3	$239K	Hold	4,220	–	–	0.01%	476
2017 Q2	$228K	Buy	4,220 +106	+3%	+$5.64K	0.01%	496
2017 Q1	$213K	Hold	4,114	–	–	0.01%	512
2016 Q4	$200K	Sell	4,114 -20	-0.5%	-$964	0.01%	519
2016 Q3	$201K	Buy	+4,134	New	+$200K	0.01%	518
2015 Q3	–	Sell	-4,208	Closed	-$204K	–	539
2015 Q2	$204K	Hold	4,208	–	–	0.02%	515
2015 Q1	$206K	Buy	+4,208	New	+$201K	0.02%	502

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

KCM Investment Advisors's IWP Position: Q1 2022 in Review

KCM Investment Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 1,815 shares — an estimated $209K sold.

KCM Investment Advisors first reported a position in IWP in Q1 2015 and held it in 13 quarters. The position peaked at $239K in Q3 2017. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

KCM Investment Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
KCM Investment Advisors sold 1,815 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $209K.
KCM Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2015 and held it in 13 quarters.
KCM Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $239K in Q3 2017.
898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on KCM Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.