RFM
IWP icon

Royal Fund Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Royal Fund Management’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
Q2 		– Sell
-782
Closed -$47K – 355
2020
Q1 		$47K Hold
782
– – 0.02% 229
2019
Q4 		$59K Buy
782
+182
+30% +$13.3K 0.02% 229
2019
Q3 		$42K Hold
600
– – 0.01% 250
2019
Q2 		$42K Hold
600
– – 0.01% 244
2019
Q1 		$40K Buy
+600
New +$38.5K 0.01% 228
2018
Q3 		– Sell
-8
Closed – – 587
2018
Q2 		$0 Sell
8
-18
-69% -$1.13K ﹤0.01% 592
2018
Q1 		$1K Sell
26
-144
-85% -$8.99K ﹤0.01% 492
2017
Q4 		$10K Sell
170
-46
-21% -$2.7K ﹤0.01% 369
2017
Q3 		$12K Buy
216
+208
+2,600% +$11.4K ﹤0.01% 287
2017
Q2 		$0 Hold
8
– – ﹤0.01% 479
2017
Q1 		$0 Sell
8
-20
-71% -$1.02K ﹤0.01% 446
2016
Q4 		$1K Buy
+28
New +$1.35K ﹤0.01% 371

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return