NWP
IWP icon

Northstar Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Northstar Wealth Partners’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
2019
Q3 		– Sell
-4,000
Closed -$285K – 184
2019
Q2 		$285K Buy
4,000
+280
+8% +$19.5K 0.13% 148
2019
Q1 		$252K Buy
+3,720
New +$239K 0.12% 153

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Northstar Wealth Partners's IWP Position: Q3 2019 in Review

Northstar Wealth Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2019, closing a stake of 4,000 shares — an estimated $285K sold.

Northstar Wealth Partners first reported a position in IWP in Q1 2019 and held it in 2 quarters. The position peaked at $285K in Q2 2019. 583 funds tracked by Wall St. Rank hold IWP as of Q3 2019.

  • Northstar Wealth Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Northstar Wealth Partners sold 4,000 iShares Russell Mid-Cap Growth ETF shares in Q3 2019, an estimated $285K.
  • Northstar Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and held it in 2 quarters.
  • Northstar Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $285K in Q2 2019.
  • 583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2019.

Based on Northstar Wealth Partners's 13F filing for Q3 2019, filed 7 Nov 2019.