Lighthouse Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lighthouse Financial 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
2021 Q1	$6.12M	Sell	59,993 -2,217	-4%	-$232K	1.85%	7
2020 Q4	$6.38M	Sell	62,210 -488	-0.8%	-$46.4K	2.16%	5
2020 Q3	$5.42M	Sell	62,698 -704	-1%	-$59.4K	2.06%	7
2020 Q2	$4.94M	Buy	63,402 +704	+1%	+$51.1K	2.08%	6
2020 Q1	$3.81M	Buy	62,698 +3,070	+5%	+$224K	2.32%	5
2019 Q4	$4.55M	Buy	+59,628	New	+$4.37M	2.14%	6

Other funds holding IWP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

AFIMH

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Lighthouse Financial Advisors's IWP Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.6% in Q1 2021, selling an estimated $232K and leaving 59,993 shares worth $6.12M. The position accounts for 1.85% of the portfolio, ranked #7.

Lighthouse Financial Advisors first reported a position in IWP in Q4 2019 and has held it in 6 quarters since. The position peaked at $6.38M in Q4 2020. 801 funds tracked by Wall St. Rank hold IWP as of Q1 2021.

Lighthouse Financial Advisors held 59,993 shares of iShares Russell Mid-Cap Growth ETF worth $6.12M as of Q1 2021.
Lighthouse Financial Advisors sold 2,217 iShares Russell Mid-Cap Growth ETF shares in Q1 2021, an estimated $232K.
iShares Russell Mid-Cap Growth ETF made up 1.85% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #7 holding.
Lighthouse Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 6 quarters since.
Lighthouse Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $6.38M in Q4 2020.
801 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.