KPW
IWP icon

Kore Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kore Private Wealth’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
Q4 		– Sell
-2,946
Closed -$330K – 391
2021
Q3 		$330K Hold
2,946
– – 0.03% 310
2021
Q2 		$333K Hold
2,946
– – 0.04% 294
2021
Q1 		$301K Hold
2,946
– – 0.04% 272
2020
Q4 		$302K Sell
2,946
-150
-5% -$14.3K 0.05% 234
2020
Q3 		$268K Sell
3,096
-6,668
-68% -$563K 0.05% 210
2020
Q2 		$771K Buy
9,764
+394
+4% +$28.6K 0.16% 99
2020
Q1 		$570K Hold
9,370
– – 0.14% 105
2019
Q4 		$715K Hold
9,370
– – 0.14% 114
2019
Q3 		$654K Hold
9,370
– – 0.15% 112
2019
Q2 		$668K Buy
9,370
+886
+10% +$61.6K 0.15% 111
2019
Q1 		$576K Buy
8,484
+7,224
+573% +$464K 0.13% 112
2018
Q4 		$72K Buy
+1,260
New +$76.7K 0.02% 312

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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