Moloney Securities Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Moloney Securities Asset 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	-1,822	Closed	-$204K	–	462
2021 Q3	$204K	Sell	1,822 -248	-12%	-$28.5K	0.04%	393
2021 Q2	$234K	Sell	2,070 -100	-5%	-$10.7K	0.04%	368
2021 Q1	$221K	Sell	2,170 -220	-9%	-$23K	0.04%	356
2020 Q4	$245K	Sell	2,390 -242	-9%	-$23K	0.05%	325
2020 Q3	$227K	Buy	+2,632	New	+$222K	0.06%	284
2019 Q2	–	Sell	-11,492	Closed	-$780K	–	330
2019 Q1	$780K	Buy	+11,492	New	+$738K	0.27%	119

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Moloney Securities Asset Management's IWP Position: Q4 2021 in Review

Moloney Securities Asset Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2021, closing a stake of 1,822 shares — an estimated $204K sold.

Moloney Securities Asset Management first reported a position in IWP in Q1 2019 and held it in 6 quarters. The position peaked at $780K in Q1 2019. 944 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

Moloney Securities Asset Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
Moloney Securities Asset Management sold 1,822 iShares Russell Mid-Cap Growth ETF shares in Q4 2021, an estimated $204K.
Moloney Securities Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and held it in 6 quarters.
Moloney Securities Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $780K in Q1 2019.
944 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on Moloney Securities Asset Management's 13F filing for Q4 2021, filed 28 Jan 2022.