PagnatoKarp Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

PagnatoKarp Partners’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 Q2	–	Sell	-4,048	Closed	-$246K	–	72
2020 Q1	$246K	Hold	4,048	–	–	0.06%	137
2019 Q4	$309K	Hold	4,048	–	–	0.05%	147
2019 Q3	$286K	Hold	4,048	–	–	0.06%	153
2019 Q2	$289K	Hold	4,048	–	–	0.06%	147
2019 Q1	$275K	Hold	4,048	–	–	0.06%	142
2018 Q4	$230K	Sell	4,048 -2,038	-33%	-$124K	0.05%	133
2018 Q3	$414K	Hold	6,086	–	–	0.12%	103
2018 Q2	$386K	Hold	6,086	–	–	0.12%	95
2018 Q1	$374K	Buy	+6,086	New	+$380K	0.16%	91

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PagnatoKarp Partners's IWP Position: Q2 2020 in Review

PagnatoKarp Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2020, closing a stake of 4,048 shares — an estimated $246K sold.

PagnatoKarp Partners first reported a position in IWP in Q1 2018 and held it in 9 quarters. The position peaked at $414K in Q3 2018. 689 funds tracked by Wall St. Rank hold IWP as of Q2 2020.

PagnatoKarp Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 4,048 iShares Russell Mid-Cap Growth ETF shares in Q2 2020, an estimated $246K.
PagnatoKarp Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and held it in 9 quarters.
PagnatoKarp Partners's iShares Russell Mid-Cap Growth ETF position peaked at $414K in Q3 2018.
689 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.