Paradigm Strategies in Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Paradigm Strategies in Wealth Management’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 Q3	–	Sell	-470	Closed	-$53K	–	133
2021 Q2	$53K	Hold	470	–	–	0.05%	99
2021 Q1	$48K	Buy	+470	New	+$49.1K	0.05%	100

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 $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Paradigm Strategies in Wealth Management's IWP Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2021, closing a stake of 470 shares — an estimated $53K sold.

Paradigm Strategies in Wealth Management first reported a position in IWP in Q1 2021 and held it in 2 quarters. The position peaked at $53K in Q2 2021. 833 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

Paradigm Strategies in Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 470 iShares Russell Mid-Cap Growth ETF shares in Q3 2021, an estimated $53K.
Paradigm Strategies in Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and held it in 2 quarters.
Paradigm Strategies in Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $53K in Q2 2021.
833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.