Nachman Norwood & Parrott’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Nachman Norwood & Parrott’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 Q2	$324K	Buy	2,864 +334	+13%	+$35.7K	0.03%	230
2021 Q1	$258K	Hold	2,530	–	–	0.03%	241
2020 Q4	$260K	Hold	2,530	–	–	0.03%	229
2020 Q3	$219K	Hold	2,530	–	–	0.03%	231
2020 Q2	$200K	Buy	+2,530	New	+$184K	0.03%	233
2019 Q3	–	Sell	-3,748	Closed	-$267K	–	240
2019 Q2	$267K	Buy	+3,748	New	+$261K	0.05%	211

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

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

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

Nachman Norwood & Parrott's IWP Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 13% in Q2 2021, buying an estimated $35.7K and bringing the position to 2,864 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #230.

Nachman Norwood & Parrott first reported a position in IWP in Q2 2019 and has held it in 6 quarters since. 822 funds tracked by Wall St. Rank hold IWP as of Q2 2021.

Nachman Norwood & Parrott held 2,864 shares of iShares Russell Mid-Cap Growth ETF worth $324K as of Q2 2021.
Nachman Norwood & Parrott bought 334 iShares Russell Mid-Cap Growth ETF shares in Q2 2021, an estimated $35.7K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #230 holding.
Nachman Norwood & Parrott first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and has held it in 6 quarters since.
822 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.