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Osborn Williams & Donohoe’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Osborn Williams & Donohoe’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
Q2 		– Sell
-282
Closed -$20K – 493
2019
Q1 		$20K Buy
+282
New +$18.1K ﹤0.01% 558

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Osborn Williams & Donohoe's IWP Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2019, closing a stake of 282 shares — an estimated $20K sold.

Osborn Williams & Donohoe first reported a position in IWP in Q1 2019 and held it in 1 quarter. The position peaked at $20K in Q1 2019. 590 funds tracked by Wall St. Rank hold IWP as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 282 iShares Russell Mid-Cap Growth ETF shares in Q2 2019, an estimated $20K.
  • Osborn Williams & Donohoe first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares Russell Mid-Cap Growth ETF position peaked at $20K in Q1 2019.
  • 590 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.