Raab & Moskowitz Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Raab & Moskowitz Asset 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
2020 Q1	–	Sell	-22	Closed	-$1K	–	333
2019 Q4	$1K	Buy	+22	New	+$1.61K	﹤0.01%	514
2018 Q4	–	Sell	-44	Closed	-$2K	–	338
2018 Q3	$2K	Buy	+44	New	+$2.92K	﹤0.01%	510
2015 Q1	–	Sell	-218	Closed	-$10K	–	255
2014 Q4	$10K	Buy	+218	New	+$9.86K	0.01%	331

Other funds holding IWP

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFIMH

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

Raab & Moskowitz Asset Management's IWP Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2020, closing a stake of 22 shares — an estimated $1K sold.

Raab & Moskowitz Asset Management first reported a position in IWP in Q4 2014 and held it in 3 quarters. The position peaked at $10K in Q4 2014. 623 funds tracked by Wall St. Rank hold IWP as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 22 iShares Russell Mid-Cap Growth ETF shares in Q1 2020, an estimated $1K.
Raab & Moskowitz Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and held it in 3 quarters.
Raab & Moskowitz Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $10K in Q4 2014.
623 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.