Security National Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Security National Trust’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	$89K	Hold	780	–	–	0.02%	224
2021 Q2	$89K	Hold	780	–	–	0.02%	233
2021 Q1	$79K	Sell	780 -66	-8%	-$6.9K	0.02%	239
2020 Q4	$87K	Hold	846	–	–	0.02%	229
2020 Q3	$73K	Hold	846	–	–	0.02%	232
2020 Q2	$67K	Hold	846	–	–	0.02%	237
2020 Q1	$51K	Hold	846	–	–	0.02%	241
2019 Q4	$64K	Hold	846	–	–	0.02%	242
2019 Q3	$60K	Hold	846	–	–	0.02%	241
2019 Q2	$60K	Hold	846	–	–	0.02%	245
2019 Q1	$58K	Hold	846	–	–	0.02%	243
2018 Q4	$48K	Hold	846	–	–	0.02%	241
2018 Q3	$58K	Hold	846	–	–	0.02%	249
2018 Q2	$54K	Hold	846	–	–	0.02%	254
2018 Q1	$52K	Sell	846 -76	-8%	-$4.75K	0.02%	261
2017 Q4	$56K	Hold	922	–	–	0.02%	258
2017 Q3	$52K	Hold	922	–	–	0.02%	262
2017 Q2	$50K	Hold	922	–	–	0.02%	274
2017 Q1	$47K	Hold	922	–	–	0.02%	281
2016 Q4	$45K	Hold	922	–	–	0.02%	285
2016 Q3	$45K	Hold	922	–	–	0.02%	286
2016 Q2	$43K	Hold	922	–	–	0.02%	289
2016 Q1	$42K	Hold	922	–	–	0.02%	282
2015 Q4	$42K	Hold	922	–	–	0.02%	277
2015 Q3	$41K	Hold	922	–	–	0.02%	284
2015 Q2	$45K	Hold	922	–	–	0.02%	284
2015 Q1	$45K	Hold	922	–	–	0.02%	291
2014 Q4	$43K	Buy	922 +466	+102%	+$21.1K	0.02%	291
2014 Q3	$20K	Buy	+456	New	+$20.4K	0.01%	349

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

Security National Trust's IWP Position: Q3 2021 in Review

Security National Trust held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2021 at 780 shares worth $89K. The position accounts for 0.02% of the portfolio, ranked #224.

Security National Trust first reported a position in IWP in Q3 2014 and has held it in 29 quarters since. 835 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

Security National Trust held 780 shares of iShares Russell Mid-Cap Growth ETF worth $89K as of Q3 2021.
Security National Trust left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2021.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Security National Trust's portfolio in Q3 2021, its #224 holding.
Security National Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2014 and has held it in 29 quarters since.
835 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.