Sonora Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sonora Investment 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
2021 Q3	$81K	Buy	722 +162	+29%	+$18.6K	0.01%	329
2021 Q2	$63K	Hold	560	–	–	0.01%	349
2021 Q1	$57K	Hold	560	–	–	﹤0.01%	554
2020 Q4	$57K	Hold	560	–	–	﹤0.01%	565
2020 Q3	$48K	Hold	560	–	–	﹤0.01%	604
2020 Q2	$44K	Hold	560	–	–	﹤0.01%	554
2020 Q1	$34K	Hold	560	–	–	﹤0.01%	585
2019 Q4	$43K	Hold	560	–	–	﹤0.01%	604
2019 Q3	$40K	Hold	560	–	–	﹤0.01%	606
2019 Q2	$40K	Hold	560	–	–	﹤0.01%	610
2019 Q1	$38K	Hold	560	–	–	﹤0.01%	579
2018 Q4	$32K	Hold	560	–	–	﹤0.01%	479
2018 Q3	$38K	Hold	560	–	–	0.01%	461
2018 Q2	$35K	Hold	560	–	–	0.01%	469
2018 Q1	$34.4K	Hold	560	–	–	0.01%	455
2017 Q4	$33.8K	Hold	560	–	–	0.01%	461
2017 Q3	$31.7K	Buy	+560	New	+$30.7K	0.01%	418
2016 Q3	–	Sell	-48	Closed	-$2.25K	–	866
2016 Q2	$2.25K	Hold	48	–	–	﹤0.01%	767
2016 Q1	$2.23K	Hold	48	–	–	﹤0.01%	820
2015 Q4	$2K	Hold	48	–	–	﹤0.01%	717
2015 Q3	$2K	Buy	+48	New	+$2.28K	﹤0.01%	985

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

Sonora Investment Management's IWP Position: Q3 2021 in Review

Sonora Investment Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 29% in Q3 2021, buying an estimated $18.6K and bringing the position to 722 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #329.

Sonora Investment Management first reported a position in IWP in Q3 2015 and has held it in 21 quarters since. 835 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

Sonora Investment Management held 722 shares of iShares Russell Mid-Cap Growth ETF worth $81K as of Q3 2021.
Sonora Investment Management bought 162 iShares Russell Mid-Cap Growth ETF shares in Q3 2021, an estimated $18.6K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #329 holding.
Sonora Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2015 and has held it in 21 quarters since.
835 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.