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Stralem & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stralem & Co’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 		$46K Hold
588
– – 0.03% 55
2020
Q1 		$36K Buy
+588
New +$42.8K 0.03% 53

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 $202B AUM 37.79% 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

Stralem & Co's IWP Position: Q2 2020 in Review

Stralem & Co held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2020 at 588 shares worth $46K. The position accounts for 0.03% of the portfolio, ranked #55.

Stralem & Co first reported a position in IWP in Q1 2020 and has held it in 2 quarters since. 689 funds tracked by Wall St. Rank hold IWP as of Q2 2020.

  • Stralem & Co held 588 shares of iShares Russell Mid-Cap Growth ETF worth $46K as of Q2 2020.
  • Stralem & Co left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2020.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of Stralem & Co's portfolio in Q2 2020, its #55 holding.
  • Stralem & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 2 quarters since.
  • 689 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2020.

Based on Stralem & Co's 13F filing for Q2 2020, filed 20 Jul 2020.