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McGinn Penninger Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

McGinn Penninger Investment Management’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
Q4 		– Sell
-2,000
Closed -$224K – 39
2021
Q3 		$224K Hold
2,000
– – 0.16% 38
2021
Q2 		$226K Hold
2,000
– – 0.16% 38
2021
Q1 		$204K Sell
2,000
-1,270
-39% -$133K 0.15% 40
2020
Q4 		$336K Buy
+3,270
New +$311K 0.31% 30

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

McGinn Penninger Investment Management's IWP Position: Q4 2021 in Review

McGinn Penninger Investment Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2021, closing a stake of 2,000 shares — an estimated $224K sold.

McGinn Penninger Investment Management first reported a position in IWP in Q4 2020 and held it in 4 quarters. The position peaked at $336K in Q4 2020. 945 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

  • McGinn Penninger Investment Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • McGinn Penninger Investment Management sold 2,000 iShares Russell Mid-Cap Growth ETF shares in Q4 2021, an estimated $224K.
  • McGinn Penninger Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 4 quarters.
  • McGinn Penninger Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $336K in Q4 2020.
  • 945 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on McGinn Penninger Investment Management's 13F filing for Q4 2021, filed 7 Feb 2022.