Lindbrook Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lindbrook Capital’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 Q3	–	Sell	-25	Closed	-$5K	–	1927
2021 Q2	$5K	Hold	25	–	–	﹤0.01%	1287
2021 Q1	$5K	Hold	25	–	–	﹤0.01%	1258
2020 Q4	$5K	Sell	25 -25	-50%	-$2.38K	﹤0.01%	1189
2020 Q3	$4K	Hold	50	–	–	﹤0.01%	1179
2020 Q2	$4K	Hold	50	–	–	﹤0.01%	1169
2020 Q1	$3K	Hold	50	–	–	﹤0.01%	1198
2019 Q4	$4K	Hold	50	–	–	﹤0.01%	1150
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	1107
2019 Q2	$3K	Sell	50 -28	-36%	-$1.95K	﹤0.01%	1151
2019 Q1	$5K	Hold	78	–	–	﹤0.01%	1074
2018 Q4	$4K	Buy	+78	New	+$4.75K	﹤0.01%	1064

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Lindbrook Capital's IWP Position: Q3 2021 in Review

Lindbrook Capital sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2021, closing a stake of 25 shares — an estimated $5K sold.

Lindbrook Capital first reported a position in IWP in Q4 2018 and held it in 11 quarters. The position peaked at $5K in Q2 2021. 835 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

Lindbrook Capital reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Lindbrook Capital sold 25 iShares Russell Mid-Cap Growth ETF shares in Q3 2021, an estimated $5K.
Lindbrook Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and held it in 11 quarters.
Lindbrook Capital's iShares Russell Mid-Cap Growth ETF position peaked at $5K in Q2 2021.
835 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Lindbrook Capital's 13F filing for Q3 2021, filed 5 Nov 2021.