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LWS Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

LWS Wealth 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
2020
Q1 		– Sell
-66
Closed -$5K – 64
2019
Q4 		$5K Buy
+66
New +$4.84K ﹤0.01% 79

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

LWS Wealth Advisors's IWP Position: Q1 2020 in Review

LWS Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2020, closing a stake of 66 shares — an estimated $5K sold.

LWS Wealth Advisors first reported a position in IWP in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 624 funds tracked by Wall St. Rank hold IWP as of Q1 2020.

  • LWS Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • LWS Wealth Advisors sold 66 iShares Russell Mid-Cap Growth ETF shares in Q1 2020, an estimated $5K.
  • LWS Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • LWS Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $5K in Q4 2019.
  • 624 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2020.

Based on LWS Wealth Advisors's 13F filing for Q1 2020, filed 4 May 2020.