Northwest Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Northwest 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 Q3	–	Sell	-3,274	Closed	-$371K	–	124
2021 Q2	$371K	Hold	3,274	–	–	0.2%	89
2021 Q1	$334K	Hold	3,274	–	–	0.21%	89
2020 Q4	$336K	Hold	3,274	–	–	0.23%	87
2020 Q3	$283K	Sell	3,274 -286	-8%	-$24.1K	0.23%	84
2020 Q2	$281K	Hold	3,560	–	–	0.25%	79
2020 Q1	$216K	Hold	3,560	–	–	0.22%	82
2019 Q4	$272K	Hold	3,560	–	–	0.25%	83
2019 Q3	$252K	Hold	3,560	–	–	0.21%	102
2019 Q2	$254K	Hold	3,560	–	–	0.2%	95
2019 Q1	$241K	Hold	3,560	–	–	0.18%	99
2018 Q4	$202K	Hold	3,560	–	–	0.17%	100
2018 Q3	$241K	Hold	3,560	–	–	0.18%	99
2018 Q2	$226K	Hold	3,560	–	–	0.17%	99
2018 Q1	$218K	Buy	+3,560	New	+$222K	0.16%	101

Other funds holding IWP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Northwest Wealth Management's IWP Position: Q3 2021 in Review

Northwest Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2021, closing a stake of 3,274 shares — an estimated $371K sold.

Northwest Wealth Management first reported a position in IWP in Q1 2018 and held it in 14 quarters. The position peaked at $371K in Q2 2021. 835 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

Northwest Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Northwest Wealth Management sold 3,274 iShares Russell Mid-Cap Growth ETF shares in Q3 2021, an estimated $371K.
Northwest Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and held it in 14 quarters.
Northwest Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $371K in Q2 2021.
835 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Northwest Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.