Rinet Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Rinet Company’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	$320K	Buy	2,855 +195	+7%	+$22.4K	0.06%	66
2021 Q2	$301K	Hold	2,660	–	–	0.06%	66
2021 Q1	$271K	Sell	2,660 -190	-7%	-$19.9K	0.06%	64
2020 Q4	$293K	Hold	2,850	–	–	0.08%	28
2020 Q3	$246K	Hold	2,850	–	–	0.08%	26
2020 Q2	$225K	Buy	+2,850	New	+$207K	0.08%	25
2020 Q1	–	Sell	-2,850	Closed	-$217K	–	27
2019 Q4	$217K	Hold	2,850	–	–	0.06%	26
2019 Q3	$201K	Hold	2,850	–	–	0.06%	26
2019 Q2	$203K	Buy	+2,850	New	+$198K	0.06%	24
2016 Q2	–	Sell	-1,304	Closed	-$60K	–	20
2016 Q1	$60K	Sell	1,304 -1,634	-56%	-$70.6K	0.05%	19
2015 Q4	$135K	Buy	2,938 +748	+34%	+$34.8K	0.09%	18
2015 Q3	$97K	Buy	2,190 +556	+34%	+$26.4K	0.08%	19
2015 Q2	$79K	Buy	+1,634	New	+$80.6K	0.07%	19

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

Rinet Company's IWP Position: Q3 2021 in Review

Rinet Company increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.3% in Q3 2021, buying an estimated $22.4K and bringing the position to 2,855 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #66.

Rinet Company first reported a position in IWP in Q2 2015 and has held it in 13 quarters since. 835 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

Rinet Company held 2,855 shares of iShares Russell Mid-Cap Growth ETF worth $320K as of Q3 2021.
Rinet Company bought 195 iShares Russell Mid-Cap Growth ETF shares in Q3 2021, an estimated $22.4K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Rinet Company's portfolio in Q3 2021, its #66 holding.
Rinet Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2015 and has held it in 13 quarters since.
835 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.