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

Liberty 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
2019
Q2 		– Sell
-34
Closed -$2K – 921
2019
Q1 		$2K Hold
34
– – ﹤0.01% 632
2018
Q4 		$1K Buy
+34
New +$2.07K ﹤0.01% 715

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Liberty Wealth Management's IWP Position: Q2 2019 in Review

Liberty Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2019, closing a stake of 34 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in IWP in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 590 funds tracked by Wall St. Rank hold IWP as of Q2 2019.

  • Liberty Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 34 iShares Russell Mid-Cap Growth ETF shares in Q2 2019, an estimated $2K.
  • Liberty Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and held it in 2 quarters.
  • Liberty Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $2K in Q1 2019.
  • 590 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2019.

Based on Liberty Wealth Management's 13F filing for Q2 2019, filed 30 Jul 2019.