Private Vista’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Private Vista’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 Q1	–	Sell	-3,084	Closed	-$235K	–	151
2019 Q4	$235K	Hold	3,084	–	–	0.06%	126
2019 Q3	$218K	Sell	3,084 -530	-15%	-$38.1K	0.06%	138
2019 Q2	$258K	Sell	3,614 -248	-6%	-$17.2K	0.06%	131
2019 Q1	$262K	Buy	+3,862	New	+$248K	0.06%	132

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Private Vista's IWP Position: Q1 2020 in Review

Private Vista sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2020, closing a stake of 3,084 shares — an estimated $235K sold.

Private Vista first reported a position in IWP in Q1 2019 and held it in 4 quarters. The position peaked at $262K in Q1 2019. 624 funds tracked by Wall St. Rank hold IWP as of Q1 2020.

Private Vista reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
Private Vista sold 3,084 iShares Russell Mid-Cap Growth ETF shares in Q1 2020, an estimated $235K.
Private Vista first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and held it in 4 quarters.
Private Vista's iShares Russell Mid-Cap Growth ETF position peaked at $262K in Q1 2019.
624 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2020.

Based on Private Vista's 13F filing for Q1 2020, filed 4 May 2020.