Norway Savings Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Norway Savings Bank’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
2023 Q1	–	Sell	-170	Closed	-$14.2K	–	214
2022 Q4	$14.2K	Hold	170	–	–	0.01%	237
2022 Q3	$13K	Hold	170	–	–	0.01%	240
2022 Q2	$13K	Hold	170	–	–	0.01%	244
2022 Q1	$17K	Hold	170	–	–	0.01%	240
2021 Q4	$20K	Hold	170	–	–	0.01%	236
2021 Q3	$19K	Hold	170	–	–	0.01%	245
2021 Q2	$19K	Hold	170	–	–	0.01%	250
2021 Q1	$17K	Hold	170	–	–	0.01%	253
2020 Q4	$17K	Hold	170	–	–	0.01%	263
2020 Q3	$15K	Hold	170	–	–	0.01%	249
2020 Q2	$13K	Hold	170	–	–	0.01%	217
2020 Q1	$10K	Hold	170	–	–	0.01%	216
2019 Q4	$13K	Hold	170	–	–	0.01%	221
2019 Q3	$12K	Hold	170	–	–	0.01%	211
2019 Q2	$12K	Hold	170	–	–	0.01%	208
2019 Q1	$12K	Hold	170	–	–	0.01%	204
2018 Q4	$10K	Hold	170	–	–	0.01%	212
2018 Q3	$12K	Hold	170	–	–	0.01%	207
2018 Q2	$11K	Hold	170	–	–	0.01%	211
2018 Q1	$10K	Buy	+170	New	+$10.6K	0.01%	212

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

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

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

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Norway Savings Bank's IWP Position: Q1 2023 in Review

Norway Savings Bank sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2023, closing a stake of 170 shares — an estimated $14.2K sold.

Norway Savings Bank first reported a position in IWP in Q1 2018 and held it in 20 quarters. The position peaked at $20K in Q4 2021. 882 funds tracked by Wall St. Rank hold IWP as of Q1 2023.

Norway Savings Bank reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
Norway Savings Bank sold 170 iShares Russell Mid-Cap Growth ETF shares in Q1 2023, an estimated $14.2K.
Norway Savings Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and held it in 20 quarters.
Norway Savings Bank's iShares Russell Mid-Cap Growth ETF position peaked at $20K in Q4 2021.
882 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2023.

Based on Norway Savings Bank's 13F filing for Q1 2023, filed 11 Apr 2023.