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Spearhead Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Spearhead Capital Advisors’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
2020
Q2 		– Sell
-24,902
Closed -$1.51M – 161
2020
Q1 		$1.51M Buy
+24,902
New +$1.81M 0.44% 60

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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Spearhead Capital Advisors's IWP Position: Q2 2020 in Review

Spearhead Capital Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2020, closing a stake of 24,902 shares — an estimated $1.51M sold.

Spearhead Capital Advisors first reported a position in IWP in Q1 2020 and held it in 1 quarter. The position peaked at $1.51M in Q1 2020. 689 funds tracked by Wall St. Rank hold IWP as of Q2 2020.

  • Spearhead Capital Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Spearhead Capital Advisors sold 24,902 iShares Russell Mid-Cap Growth ETF shares in Q2 2020, an estimated $1.51M.
  • Spearhead Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and held it in 1 quarter.
  • Spearhead Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.51M in Q1 2020.
  • 689 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2020.

Based on Spearhead Capital Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.