South Texas Money Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$1.06M Sell
14,982
-98
-0.6% -$7.04K 0.04% 151
2019
Q2
$1.07M Buy
15,080
+7,808
+107% +$543K 0.05% 114
2019
Q1
$493K Buy
7,272
+1,362
+23% +$87.4K 0.02% 146
2018
Q4
$336K Buy
+5,910
New +$360K 0.02% 167
2015
Q3
Sell
-4,228
Closed -$205K 222
2015
Q2
$205K Buy
+4,228
New +$209K 0.01% 200

Other funds holding IWP

South Texas Money Management's IWP Position: Q3 2019 in Review

South Texas Money Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.65% in Q3 2019, selling an estimated $7.04K and leaving 14,982 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #151.

South Texas Money Management first reported a position in IWP in Q2 2015 and has held it in 5 quarters since. The position peaked at $1.07M in Q2 2019. 583 funds tracked by Wall St. Rank hold IWP as of Q3 2019.

  • South Texas Money Management held 14,982 shares of iShares Russell Mid-Cap Growth ETF worth $1.06M as of Q3 2019.
  • South Texas Money Management sold 98 iShares Russell Mid-Cap Growth ETF shares in Q3 2019, an estimated $7.04K.
  • iShares Russell Mid-Cap Growth ETF made up 0.04% of South Texas Money Management's portfolio in Q3 2019, its #151 holding.
  • South Texas Money Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2015 and has held it in 5 quarters since.
  • South Texas Money Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.07M in Q2 2019.
  • 583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.