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Smart Portfolios LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Smart Portfolios LLC’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
2022
Q1 		– Sell
-21,915
Closed -$2.52M – 56
2021
Q4 		$2.52M Sell
21,915
-3,494
-14% -$407K 1.92% 20
2021
Q3 		$2.85M Sell
25,409
-1,149
-4% -$132K 2.27% 17
2021
Q2 		$3.01M Buy
26,558
+3,494
+15% +$373K 2.31% 13
2021
Q1 		$2.35M Sell
23,064
-5,016
-18% -$524K 2.02% 14
2020
Q4 		$2.88M Sell
28,080
-2,476
-8% -$236K 2.7% 12
2020
Q3 		$2.64M Sell
30,556
-110
-0.4% -$9.28K 2.99% 12
2020
Q2 		$2.62M Buy
+30,666
New +$2.22M 2.92% 12
2015
Q3 		– Sell
-7,988
Closed -$386K – 22
2015
Q2 		$386K Buy
+7,988
New +$394K 0.55% 23
2014
Q3 		– Sell
-17,856
Closed -$641K – 32
2014
Q2 		$641K Buy
+17,856
New +$767K 0.83% 23
2014
Q1 		– Sell
-14,684
Closed -$618K – 28
2013
Q4 		$618K Sell
14,684
-1,302
-8% -$52.6K 0.83% 18
2013
Q3 		$625K Buy
15,986
+15,968
+88,711% +$609K 0.9% 18
2013
Q2 		$655 Buy
+18
New +$643 0.92% 20

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Smart Portfolios LLC's IWP Position: Q1 2022 in Review

Smart Portfolios LLC sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 21,915 shares — an estimated $2.52M sold.

Smart Portfolios LLC first reported a position in IWP in Q2 2013 and held it in 12 quarters. The position peaked at $3.01M in Q2 2021. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

  • Smart Portfolios LLC reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Smart Portfolios LLC sold 21,915 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $2.52M.
  • Smart Portfolios LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 12 quarters.
  • Smart Portfolios LLC's iShares Russell Mid-Cap Growth ETF position peaked at $3.01M in Q2 2021.
  • 898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Smart Portfolios LLC's 13F filing for Q1 2022, filed 9 Jun 2022.