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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Royal Fund Management's IWP Position: Q2 2020 in Review

Royal Fund Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2020, closing a stake of 782 shares — an estimated $47K sold.

Royal Fund Management first reported a position in IWP in Q4 2016 and held it in 12 quarters. The position peaked at $59K in Q4 2019. 689 funds tracked by Wall St. Rank hold IWP as of Q2 2020.

Royal Fund Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 782 iShares Russell Mid-Cap Growth ETF shares in Q2 2020, an estimated $47K.
Royal Fund Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and held it in 12 quarters.
Royal Fund Management's iShares Russell Mid-Cap Growth ETF position peaked at $59K in Q4 2019.
689 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.