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

Little House 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
2022 Q1	–	Sell	-3,500	Closed	-$403K	–	140
2021 Q4	$403K	Hold	3,500	–	–	0.21%	106
2021 Q3	$392K	Sell	3,500 -730	-17%	-$84K	0.23%	102
2021 Q2	$479K	Buy	+4,230	New	+$452K	0.26%	100
2021 Q1	–	Sell	-23,846	Closed	-$2.45M	–	128
2020 Q4	$2.45M	Buy	23,846 +7,370	+45%	+$701K	1.81%	12
2020 Q3	$1.42M	Buy	16,476 +214	+1%	+$18.1K	1.18%	35
2020 Q2	$1.28M	Buy	+16,262	New	+$1.18M	1.18%	33

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Little House Capital's IWP Position: Q1 2022 in Review

Little House Capital sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 3,500 shares — an estimated $403K sold.

Little House Capital first reported a position in IWP in Q2 2020 and held it in 6 quarters. The position peaked at $2.45M in Q4 2020. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

Little House Capital reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Little House Capital sold 3,500 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $403K.
Little House Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and held it in 6 quarters.
Little House Capital's iShares Russell Mid-Cap Growth ETF position peaked at $2.45M in Q4 2020.
898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Little House Capital's 13F filing for Q1 2022, filed 16 May 2022.