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Perennial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Perennial Advisors’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
-350
Closed -$40K – 174
2021
Q2 		$40K Hold
350
– – 0.01% 168
2021
Q1 		$36K Buy
+350
New +$36.6K 0.01% 167

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Perennial Advisors's IWP Position: Q3 2021 in Review

Perennial Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2021, closing a stake of 350 shares — an estimated $40K sold.

Perennial Advisors first reported a position in IWP in Q1 2021 and held it in 2 quarters. The position peaked at $40K in Q2 2021. 833 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

  • Perennial Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 350 iShares Russell Mid-Cap Growth ETF shares in Q3 2021, an estimated $40K.
  • Perennial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and held it in 2 quarters.
  • Perennial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $40K in Q2 2021.
  • 833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.