Spectrum Management Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Spectrum Management Group’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 Q4	–	Sell	-200	Closed	-$22K	–	365
2021 Q3	$22K	Buy	+200	New	+$23K	﹤0.01%	231
2020 Q1	–	Sell	-200	Closed	-$15K	–	272
2019 Q4	$15K	Hold	200	–	–	0.01%	194
2019 Q3	$14K	Hold	200	–	–	﹤0.01%	181
2019 Q2	$14K	Hold	200	–	–	﹤0.01%	194
2019 Q1	$14K	Hold	200	–	–	﹤0.01%	204
2018 Q4	$11K	Hold	200	–	–	﹤0.01%	176
2018 Q3	$14K	Hold	200	–	–	﹤0.01%	176
2018 Q2	$13K	Hold	200	–	–	﹤0.01%	182
2018 Q1	$12K	Hold	200	–	–	﹤0.01%	175
2017 Q4	$12K	Hold	200	–	–	﹤0.01%	188
2017 Q3	$11K	Buy	+200	New	+$11K	﹤0.01%	267
2016 Q2	–	Sell	-200	Closed	-$9K	–	156
2016 Q1	$9K	Hold	200	–	–	﹤0.01%	215
2015 Q4	$9K	Buy	+200	New	+$9.3K	﹤0.01%	200

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Spectrum Management Group's IWP Position: Q4 2021 in Review

Spectrum Management Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2021, closing a stake of 200 shares — an estimated $22K sold.

Spectrum Management Group first reported a position in IWP in Q4 2015 and held it in 13 quarters. The position peaked at $22K in Q3 2021. 945 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

Spectrum Management Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
Spectrum Management Group sold 200 iShares Russell Mid-Cap Growth ETF shares in Q4 2021, an estimated $22K.
Spectrum Management Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and held it in 13 quarters.
Spectrum Management Group's iShares Russell Mid-Cap Growth ETF position peaked at $22K in Q3 2021.
945 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on Spectrum Management Group's 13F filing for Q4 2021, filed 3 Feb 2022.