Reby Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Reby Advisors’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 Q4	$2.3M	Buy	+22,445	New	+$2.14M	0.6%	19

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

AFIMH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Reby Advisors's IWP Position: Q4 2020 in Review

Reby Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2020: 22,445 shares worth $2.3M. The stake represents 0.6% of the portfolio and ranks #19 among its holdings.

815 funds tracked by Wall St. Rank hold IWP as of Q4 2020.

Reby Advisors held 22,445 shares of iShares Russell Mid-Cap Growth ETF worth $2.3M as of Q4 2020.
iShares Russell Mid-Cap Growth ETF was a new Reby Advisors position in Q4 2020.
iShares Russell Mid-Cap Growth ETF made up 0.6% of Reby Advisors's portfolio in Q4 2020, its #19 holding.
815 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.