Lake Point Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lake Point Wealth Management’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 Q1	$0	Hold	8	–	–	﹤0.01%	424
2019 Q4	$1K	Buy	+8	New	+$586	﹤0.01%	565
2019 Q2	$1K	Hold	14	–	–	﹤0.01%	612
2019 Q1	$1K	Sell	14 -810	-98%	-$52K	﹤0.01%	611
2018 Q4	$47K	Buy	+824	New	+$50.1K	0.02%	255

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Lake Point Wealth Management's IWP Position: Q1 2020 in Review

Lake Point Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2020 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Lake Point Wealth Management first reported a position in IWP in Q4 2018 and has held it in 5 quarters since. The position peaked at $47K in Q4 2018. 624 funds tracked by Wall St. Rank hold IWP as of Q1 2020.

Lake Point Wealth Management held 8 shares of iShares Russell Mid-Cap Growth ETF worth $0 as of Q1 2020.
Lake Point Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2020.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #424 holding.
Lake Point Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $47K in Q4 2018.
624 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.