MWM
IWP icon

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

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 $501B 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 $173B AUM 20.72% 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 $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return