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Permanens Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Permanens Capital’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
-1,100
Closed -$125K – 72
2021
Q2 		$125K Sell
1,100
-100
-8% -$10.7K 0.02% 49
2021
Q1 		$122K Hold
1,200
– – 0.03% 66
2020
Q4 		$123K Buy
1,200
+200
+20% +$19K 0.03% 69
2020
Q3 		$86K Sell
1,000
-500
-33% -$42.2K 0.03% 66
2020
Q2 		$119K Buy
1,500
+26
+2% +$1.89K 0.04% 51
2020
Q1 		$90K Buy
1,474
+400
+37% +$29.1K 0.03% 45
2019
Q4 		$82K Buy
1,074
+100
+10% +$7.33K 0.02% 61
2019
Q3 		$69K Buy
974
+130
+15% +$9.34K 0.02% 52
2019
Q2 		$60K Buy
844
+200
+31% +$13.9K 0.02% 51
2019
Q1 		$44K Buy
+644
New +$41.3K 0.01% 49

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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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