Pacific Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pacific Financial Group’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
2020 Q4	–	Sell	-128	Closed	-$11K	–	83
2020 Q3	$11K	Buy	+128	New	+$10.8K	0.01%	80
2016 Q2	$6K	Buy	+128	New	+$5.92K	0.01%	52
2015 Q4	$6K	Hold	128	–	–	0.01%	56
2015 Q3	$6K	Hold	128	–	–	0.01%	62
2015 Q2	$6K	Hold	128	–	–	0.01%	49
2015 Q1	$6K	Hold	128	–	–	0.01%	46
2014 Q4	$6K	Hold	128	–	–	﹤0.01%	174
2014 Q3	$6K	Hold	128	–	–	0.01%	38
2014 Q2	$6K	Hold	128	–	–	0.01%	45
2014 Q1	$5K	Hold	128	–	–	﹤0.01%	52
2013 Q4	$5K	Hold	128	–	–	0.01%	47
2013 Q3	$5K	Hold	128	–	–	﹤0.01%	46
2013 Q2	$4K	Buy	+128	New	+$4.58K	0.01%	41

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Pacific Financial Group's IWP Position: Q4 2020 in Review

Pacific Financial Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2020, closing a stake of 128 shares — an estimated $11K sold.

Pacific Financial Group first reported a position in IWP in Q2 2013 and held it in 13 quarters. The position peaked at $11K in Q3 2020. 816 funds tracked by Wall St. Rank hold IWP as of Q4 2020.

Pacific Financial Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
Pacific Financial Group sold 128 iShares Russell Mid-Cap Growth ETF shares in Q4 2020, an estimated $11K.
Pacific Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 13 quarters.
Pacific Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $11K in Q3 2020.
816 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2020.

Based on Pacific Financial Group's 13F filing for Q4 2020, filed 12 Jan 2021.