PWP
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Private Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Private Wealth Partners’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
2019
Q1 		– Sell
-27,960
Closed -$1.59M – 117
2018
Q4 		$1.59M Buy
+27,960
New +$1.7M 0.31% 48

Other funds holding IWP

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Private Wealth Partners's IWP Position: Q1 2019 in Review

Private Wealth Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2019, closing a stake of 27,960 shares — an estimated $1.59M sold.

Private Wealth Partners first reported a position in IWP in Q4 2018 and held it in 1 quarter. The position peaked at $1.59M in Q4 2018. 574 funds tracked by Wall St. Rank hold IWP as of Q1 2019.

  • Private Wealth Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Private Wealth Partners sold 27,960 iShares Russell Mid-Cap Growth ETF shares in Q1 2019, an estimated $1.59M.
  • Private Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and held it in 1 quarter.
  • Private Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $1.59M in Q4 2018.
  • 574 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2019.

Based on Private Wealth Partners's 13F filing for Q1 2019, filed 2 May 2019.