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

Reilly Financial 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
2021
Q4 		$36K Hold
314
– – ﹤0.01% 457
2021
Q3 		$35K Hold
314
– – ﹤0.01% 430
2021
Q2 		$36K Hold
314
– – ﹤0.01% 427
2021
Q1 		$32K Hold
314
– – ﹤0.01% 440
2020
Q4 		$32K Hold
314
– – ﹤0.01% 399
2020
Q3 		$27K Hold
314
– – ﹤0.01% 393
2020
Q2 		$25K Hold
314
– – ﹤0.01% 411
2020
Q1 		$19K Sell
314
-100
-24% -$7.29K ﹤0.01% 434
2019
Q4 		$32K Buy
414
+214
+107% +$15.7K ﹤0.01% 411
2019
Q3 		$14K Hold
200
– – ﹤0.01% 577
2019
Q2 		$14K Hold
200
– – ﹤0.01% 605
2019
Q1 		$14K Buy
200
+100
+100% +$6.42K ﹤0.01% 605
2018
Q4 		$6K Hold
100
– – ﹤0.01% 726
2018
Q3 		$7K Hold
100
– – ﹤0.01% 771
2018
Q2 		$6K Buy
+100
New +$6.29K ﹤0.01% 773
2017
Q1 		– Sell
-134
Closed -$7K – 942
2016
Q4 		$7K Buy
134
+102
+319% +$4.92K ﹤0.01% 611
2016
Q3 		$2K Hold
32
– – ﹤0.01% 755
2016
Q2 		$1K Hold
32
– – ﹤0.01% 763
2016
Q1 		$1K Buy
+32
New +$1.38K ﹤0.01% 1126
2015
Q3 		– Sell
-138
Closed -$7K – 1345
2015
Q2 		$7K Buy
138
+72
+109% +$3.55K ﹤0.01% 965
2015
Q1 		$3K Hold
66
– – ﹤0.01% 1105
2014
Q4 		$3K Hold
66
– – ﹤0.01% 704
2014
Q3 		$3K Sell
66
-790
-92% -$35.3K ﹤0.01% 718
2014
Q2 		$39K Buy
856
+726
+558% +$31.2K 0.01% 297
2014
Q1 		$6K Sell
130
-20
-13% -$851 ﹤0.01% 644
2013
Q4 		$6K Hold
150
– – ﹤0.01% 638
2013
Q3 		$6K Hold
150
– – ﹤0.01% 563
2013
Q2 		$5K Buy
+150
New +$5.36K ﹤0.01% 625

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Reilly Financial Advisors's IWP Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2021 at 314 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Reilly Financial Advisors first reported a position in IWP in Q2 2013 and has held it in 28 quarters since. The position peaked at $39K in Q2 2014. 945 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

  • Reilly Financial Advisors held 314 shares of iShares Russell Mid-Cap Growth ETF worth $36K as of Q4 2021.
  • Reilly Financial Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2021.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #457 holding.
  • Reilly Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 28 quarters since.
  • Reilly Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $39K in Q2 2014.
  • 945 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.