Merriman Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Merriman Wealth 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	-1,815	Closed	-$203K	–	225
2021 Q3	$203K	Hold	1,815	–	–	0.02%	195
2021 Q2	$205K	Buy	+1,815	New	+$194K	0.02%	213
2018 Q2	–	Sell	-3,528	Closed	-$217K	–	189
2018 Q1	$217K	Buy	+3,528	New	+$220K	0.06%	170
2015 Q4	–	Sell	-33,832	Closed	-$1.5M	–	47
2015 Q3	$1.5M	Buy	+33,832	New	+$1.6M	0.84%	13
2014 Q1	–	Sell	-39,486	Closed	-$1.67M	–	74
2013 Q4	$1.67M	Buy	39,486 +320	+0.8%	+$12.9K	0.71%	35
2013 Q3	$1.53M	Buy	+39,166	New	+$1.49M	0.8%	32

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 22.96% 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

Merriman Wealth Management's IWP Position: Q4 2021 in Review

Merriman Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2021, closing a stake of 1,815 shares — an estimated $203K sold.

Merriman Wealth Management first reported a position in IWP in Q3 2013 and held it in 6 quarters. The position peaked at $1.67M in Q4 2013. 944 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

Merriman Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
Merriman Wealth Management sold 1,815 iShares Russell Mid-Cap Growth ETF shares in Q4 2021, an estimated $203K.
Merriman Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2013 and held it in 6 quarters.
Merriman Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.67M in Q4 2013.
944 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on Merriman Wealth Management's 13F filing for Q4 2021, filed 1 Feb 2022.