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

MD Financial 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	$88K	Buy	+768	New	+$89.5K	﹤0.01%	275

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

MD Financial Management's IWP Position: Q4 2021 in Review

MD Financial Management opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2021: 768 shares worth $88K. The stake represents ﹤0.01% of the portfolio and ranks #275 among its holdings.

945 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

MD Financial Management held 768 shares of iShares Russell Mid-Cap Growth ETF worth $88K as of Q4 2021.
iShares Russell Mid-Cap Growth ETF was a new MD Financial Management position in Q4 2021.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #275 holding.
945 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.