Squar Milner Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-4,194	Closed	-$332K	–	96
2020 Q2	$332K	Sell	4,194 -1,660	-28%	-$120K	0.19%	138
2020 Q1	$355K	Sell	5,854 -526	-8%	-$38.3K	0.21%	105
2019 Q4	$486K	Buy	6,380 +2,186	+52%	+$160K	0.24%	95
2019 Q3	$363K	Sell	4,194 -2,186	-34%	-$157K	0.19%	136
2019 Q2	$455K	Sell	6,380 -1,746	-21%	-$121K	0.31%	75
2019 Q1	$551K	Hold	8,126	–	–	0.41%	49
2018 Q4	$462K	Hold	8,126	–	–	0.44%	51
2018 Q3	$551K	Sell	8,126 -2,160	-21%	-$144K	0.5%	41
2018 Q2	$652K	Hold	10,286	–	–	0.57%	35
2018 Q1	$632K	Hold	10,286	–	–	0.8%	35
2017 Q4	$663K	Buy	+10,286	New	+$605K	0.8%	32

Other funds holding IWP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Squar Milner Financial Services's IWP Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2020, closing a stake of 4,194 shares — an estimated $332K sold.

Squar Milner Financial Services first reported a position in IWP in Q4 2017 and held it in 11 quarters. The position peaked at $663K in Q4 2017. 715 funds tracked by Wall St. Rank hold IWP as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,194 iShares Russell Mid-Cap Growth ETF shares in Q3 2020, an estimated $332K.
Squar Milner Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's iShares Russell Mid-Cap Growth ETF position peaked at $663K in Q4 2017.
715 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.