NFP
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Novak Financial Planning’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Novak Financial Planning’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 		$563K Buy
4,969
+1,346
+37% +$144K 0.28% 81
2021
Q1 		$370K Buy
3,623
+551
+18% +$57.6K 0.2% 90
2020
Q4 		$315K Buy
+3,072
New +$292K 0.19% 89

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Novak Financial Planning's IWP Position: Q2 2021 in Review

Novak Financial Planning increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 37% in Q2 2021, buying an estimated $144K and bringing the position to 4,969 shares worth $563K. The position accounts for 0.28% of the portfolio, ranked #81.

Novak Financial Planning first reported a position in IWP in Q4 2020 and has held it in 3 quarters since. 821 funds tracked by Wall St. Rank hold IWP as of Q2 2021.

  • Novak Financial Planning held 4,969 shares of iShares Russell Mid-Cap Growth ETF worth $563K as of Q2 2021.
  • Novak Financial Planning bought 1,346 iShares Russell Mid-Cap Growth ETF shares in Q2 2021, an estimated $144K.
  • iShares Russell Mid-Cap Growth ETF made up 0.28% of Novak Financial Planning's portfolio in Q2 2021, its #81 holding.
  • Novak Financial Planning first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 3 quarters since.
  • 821 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.