Spotlight Asset Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Spotlight Asset 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 Q3	$3.84M	Sell	34,227 -9,823	-22%	-$1.13M	1.91%	14
2021 Q2	$4.99M	Sell	44,050 -3,921	-8%	-$419K	1.92%	13
2021 Q1	$4.9M	Sell	47,971 -10,482	-18%	-$1.1M	1.84%	13
2020 Q4	$6M	Sell	58,453 -215	-0.4%	-$20.5K	2.23%	11
2020 Q3	$5.07M	Sell	58,668 -880	-1%	-$74.3K	1.99%	13
2020 Q2	$4.71M	Buy	+59,548	New	+$4.32M	1.97%	13

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Spotlight Asset Group's IWP Position: Q3 2021 in Review

Spotlight Asset Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 22% in Q3 2021, selling an estimated $1.13M and leaving 34,227 shares worth $3.84M. The position accounts for 1.91% of the portfolio, ranked #14.

Spotlight Asset Group first reported a position in IWP in Q2 2020 and has held it in 6 quarters since. The position peaked at $6M in Q4 2020. 834 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

Spotlight Asset Group held 34,227 shares of iShares Russell Mid-Cap Growth ETF worth $3.84M as of Q3 2021.
Spotlight Asset Group sold 9,823 iShares Russell Mid-Cap Growth ETF shares in Q3 2021, an estimated $1.13M.
iShares Russell Mid-Cap Growth ETF made up 1.91% of Spotlight Asset Group's portfolio in Q3 2021, its #14 holding.
Spotlight Asset Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 6 quarters since.
Spotlight Asset Group's iShares Russell Mid-Cap Growth ETF position peaked at $6M in Q4 2020.
834 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

Based on Spotlight Asset Group's 13F filing for Q3 2021, filed 28 Oct 2021.