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

Mid Atlantic 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 Q3	$265K	Sell	2,364 -1	-0%	-$115	0.02%	710
2021 Q2	$268K	Buy	2,365 +202	+9%	+$21.6K	0.02%	716
2021 Q1	$221K	Buy	2,163 +26	+1%	+$2.72K	0.02%	739
2020 Q4	$219K	Sell	2,137 -431	-17%	-$41K	0.02%	693
2020 Q3	$238K	Sell	2,568 -56	-2%	-$4.73K	0.02%	610
2020 Q2	$207K	Buy	+2,624	New	+$190K	0.02%	626
2020 Q1	–	Sell	-2,872	Closed	-$219K	–	730
2019 Q4	$219K	Buy	+2,872	New	+$211K	0.02%	619

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Mid Atlantic Financial Management's IWP Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.04% in Q3 2021, selling an estimated $115 and leaving 2,364 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #710.

Mid Atlantic Financial Management first reported a position in IWP in Q4 2019 and has held it in 7 quarters since. The position peaked at $268K in Q2 2021. 834 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

Mid Atlantic Financial Management held 2,364 shares of iShares Russell Mid-Cap Growth ETF worth $265K as of Q3 2021.
Mid Atlantic Financial Management sold 1 iShares Russell Mid-Cap Growth ETF share in Q3 2021, an estimated $115.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #710 holding.
Mid Atlantic Financial Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 7 quarters since.
Mid Atlantic Financial Management's iShares Russell Mid-Cap Growth ETF position peaked at $268K in Q2 2021.
834 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.