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

Manchester Financial’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 Q2	–	Sell	-200	Closed	-$20K	–	354
2021 Q1	$20K	Sell	200 -100	-33%	-$10.5K	0.01%	325
2020 Q4	$31K	Sell	300 -200	-40%	-$19K	0.02%	210
2020 Q3	$43K	Hold	500	–	–	0.03%	145
2020 Q2	$40K	Buy	500 +196	+64%	+$14.2K	0.03%	143
2020 Q1	$18K	Hold	304	–	–	0.01%	224
2019 Q4	$23K	Buy	+304	New	+$22.3K	0.01%	241
2019 Q3	–	Sell	-304	Closed	-$22K	–	247
2019 Q2	$22K	Buy	+304	New	+$21.1K	0.01%	239

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manchester Financial's IWP Position: Q2 2021 in Review

Manchester Financial sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2021, closing a stake of 200 shares — an estimated $20K sold.

Manchester Financial first reported a position in IWP in Q2 2019 and held it in 7 quarters. The position peaked at $43K in Q3 2020. 822 funds tracked by Wall St. Rank hold IWP as of Q2 2021.

Manchester Financial reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 200 iShares Russell Mid-Cap Growth ETF shares in Q2 2021, an estimated $20K.
Manchester Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and held it in 7 quarters.
Manchester Financial's iShares Russell Mid-Cap Growth ETF position peaked at $43K in Q3 2020.
822 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.