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Resource Planning Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Resource Planning Group’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
Q3 		– Sell
-1,774
Closed -$201K – 87
2021
Q2 		$201K Buy
+1,774
New +$189K 0.12% 83

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Resource Planning Group's IWP Position: Q3 2021 in Review

Resource Planning Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2021, closing a stake of 1,774 shares — an estimated $201K sold.

Resource Planning Group first reported a position in IWP in Q2 2021 and held it in 1 quarter. The position peaked at $201K in Q2 2021. 833 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

  • Resource Planning Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Resource Planning Group sold 1,774 iShares Russell Mid-Cap Growth ETF shares in Q3 2021, an estimated $201K.
  • Resource Planning Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and held it in 1 quarter.
  • Resource Planning Group's iShares Russell Mid-Cap Growth ETF position peaked at $201K in Q2 2021.
  • 833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Resource Planning Group's 13F filing for Q3 2021, filed 12 Oct 2021.