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

RHS Financial’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	-2,237	Closed	-$253K	–	87
2021 Q2	$253K	Hold	2,237	–	–	0.19%	75
2021 Q1	$228K	Sell	2,237 -256	-10%	-$26.8K	0.19%	67
2020 Q4	$256K	Sell	2,493 -731	-23%	-$69.6K	0.22%	68
2020 Q3	$279K	Hold	3,224	–	–	0.28%	63
2020 Q2	$255K	Buy	+3,224	New	+$234K	0.3%	55
2020 Q1	–	Sell	-3,326	Closed	-$254K	–	67
2019 Q4	$254K	Hold	3,326	–	–	0.27%	58
2019 Q3	$235K	Hold	3,326	–	–	0.28%	59
2019 Q2	$237K	Hold	3,326	–	–	0.3%	59
2019 Q1	$226K	Buy	+3,326	New	+$214K	0.29%	58

Other funds holding IWP

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

RHS Financial's IWP Position: Q3 2021 in Review

RHS Financial sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2021, closing a stake of 2,237 shares — an estimated $253K sold.

RHS Financial first reported a position in IWP in Q1 2019 and held it in 9 quarters. The position peaked at $279K in Q3 2020. 835 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

RHS Financial reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
RHS Financial sold 2,237 iShares Russell Mid-Cap Growth ETF shares in Q3 2021, an estimated $253K.
RHS Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and held it in 9 quarters.
RHS Financial's iShares Russell Mid-Cap Growth ETF position peaked at $279K in Q3 2020.
835 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on RHS Financial's 13F filing for Q3 2021, filed 14 Oct 2021.