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

Quest Capital Management’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 Q4	$205K	Buy	+1,782	New	+$208K	0.04%	299
2021 Q3	–	Sell	-2,500	Closed	-$283K	–	303
2021 Q2	$283K	Buy	+2,500	New	+$267K	0.06%	228
2019 Q3	–	Sell	-5,242	Closed	-$374K	–	222
2019 Q2	$374K	Buy	+5,242	New	+$365K	0.1%	122

Other funds holding IWP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Quest Capital Management's IWP Position: Q4 2021 in Review

Quest Capital Management opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2021: 1,782 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #299 among its holdings. This is a return to the name: Quest Capital Management previously reported a position in IWP as recently as Q2 2021.

Quest Capital Management first reported a position in IWP in Q2 2019 and has held it in 3 quarters since. The position peaked at $374K in Q2 2019. 944 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

Quest Capital Management held 1,782 shares of iShares Russell Mid-Cap Growth ETF worth $205K as of Q4 2021.
iShares Russell Mid-Cap Growth ETF was a new Quest Capital Management position in Q4 2021.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Quest Capital Management's portfolio in Q4 2021, its #299 holding.
Quest Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and has held it in 3 quarters since.
Quest Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $374K in Q2 2019.
944 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.