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Ruggie Capital Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ruggie Capital 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
2019
Q4 		– Sell
-316
Closed -$22K – 71
2019
Q3 		$22K Sell
316
-512
-62% -$36.8K 0.03% 78
2019
Q2 		$59K Buy
+828
New +$57.6K 0.1% 56

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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Ruggie Capital Group's IWP Position: Q4 2019 in Review

Ruggie Capital Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2019, closing a stake of 316 shares — an estimated $22K sold.

Ruggie Capital Group first reported a position in IWP in Q2 2019 and held it in 2 quarters. The position peaked at $59K in Q2 2019. 689 funds tracked by Wall St. Rank hold IWP as of Q4 2019.

  • Ruggie Capital Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 316 iShares Russell Mid-Cap Growth ETF shares in Q4 2019, an estimated $22K.
  • Ruggie Capital Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and held it in 2 quarters.
  • Ruggie Capital Group's iShares Russell Mid-Cap Growth ETF position peaked at $59K in Q2 2019.
  • 689 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2019.

Based on Ruggie Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.