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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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