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Pacific Center for Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pacific Center for Financial Services’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
Q4 		– Sell
-100
Closed -$11K – 403
2021
Q3 		$11K Buy
+100
New +$11.5K ﹤0.01% 276

Other funds holding IWP

TF
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Pacific Center for Financial Services's IWP Position: Q4 2021 in Review

Pacific Center for Financial Services sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2021, closing a stake of 100 shares — an estimated $11K sold.

Pacific Center for Financial Services first reported a position in IWP in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 944 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

  • Pacific Center for Financial Services reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Pacific Center for Financial Services sold 100 iShares Russell Mid-Cap Growth ETF shares in Q4 2021, an estimated $11K.
  • Pacific Center for Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and held it in 1 quarter.
  • Pacific Center for Financial Services's iShares Russell Mid-Cap Growth ETF position peaked at $11K in Q3 2021.
  • 944 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on Pacific Center for Financial Services's 13F filing for Q4 2021, filed 14 Feb 2022.