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 $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 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

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