Paul John Balson’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$1.28M Buy
12,464
+12
+0.1% +$1.14K 0.26% 29
2020
Q3
$1.08M Hold
12,452
0.27% 25
2020
Q2
$984K Buy
12,452
+12
+0.1% +$870 0.37% 27
2020
Q1
$756K Buy
+12,440
New +$906K 0.4% 27

Other funds holding IWP

Paul John Balson's IWP Position: Q4 2020 in Review

Paul John Balson increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.1% in Q4 2020, buying an estimated $1.14K and bringing the position to 12,464 shares worth $1.28M. The position accounts for 0.26% of the portfolio, ranked #29.

Paul John Balson first reported a position in IWP in Q1 2020 and has held it in 4 quarters since. 815 funds tracked by Wall St. Rank hold IWP as of Q4 2020.

  • Paul John Balson held 12,464 shares of iShares Russell Mid-Cap Growth ETF worth $1.28M as of Q4 2020.
  • Paul John Balson bought 12 iShares Russell Mid-Cap Growth ETF shares in Q4 2020, an estimated $1.14K.
  • iShares Russell Mid-Cap Growth ETF made up 0.26% of Paul John Balson's portfolio in Q4 2020, its #29 holding.
  • Paul John Balson first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 4 quarters since.
  • 815 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.