MA Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

MA Private Wealth’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	–	Sell	-2,486	Closed	-$255K	–	91
2020 Q4	$255K	Sell	2,486 -118	-5%	-$11.2K	0.06%	62
2020 Q3	$225K	Buy	2,604 +2	+0.1%	+$169	0.05%	79
2020 Q2	$206K	Sell	2,602 -9,222	-78%	-$669K	0.05%	81
2020 Q1	$719K	Sell	11,824 -666	-5%	-$48.5K	0.21%	43
2019 Q4	$953K	Sell	12,490 -3,344	-21%	-$245K	0.29%	30
2019 Q3	$1.12M	Sell	15,834 -5,430	-26%	-$390K	0.31%	38
2019 Q2	$1.52M	Sell	21,264 -11,228	-35%	-$781K	0.44%	34
2019 Q1	$2.2M	Sell	32,492 -20,566	-39%	-$1.32M	0.7%	29
2018 Q4	$3.02M	Buy	+53,058	New	+$3.23M	1.14%	24

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 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

MA Private Wealth's IWP Position: Q1 2021 in Review

MA Private Wealth sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2021, closing a stake of 2,486 shares — an estimated $255K sold.

MA Private Wealth first reported a position in IWP in Q4 2018 and held it in 9 quarters. The position peaked at $3.02M in Q4 2018. 801 funds tracked by Wall St. Rank hold IWP as of Q1 2021.

MA Private Wealth reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
MA Private Wealth sold 2,486 iShares Russell Mid-Cap Growth ETF shares in Q1 2021, an estimated $255K.
MA Private Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and held it in 9 quarters.
MA Private Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $3.02M in Q4 2018.
801 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2021.

Based on MA Private Wealth's 13F filing for Q1 2021, filed 26 Apr 2021.