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Stuart Chaussee & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stuart Chaussee & Associates’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
Q2 		– Sell
-1,594
Closed -$163K – 196
2021
Q1 		$163K Hold
1,594
– – 0.06% 29
2020
Q4 		$164K Hold
1,594
– – 0.07% 24
2020
Q3 		$138K Hold
1,594
– – 0.06% 28
2020
Q2 		$126K Buy
+1,594
New +$116K 0.07% 25

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stuart Chaussee & Associates's IWP Position: Q2 2021 in Review

Stuart Chaussee & Associates sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2021, closing a stake of 1,594 shares — an estimated $163K sold.

Stuart Chaussee & Associates first reported a position in IWP in Q2 2020 and held it in 4 quarters. The position peaked at $164K in Q4 2020. 822 funds tracked by Wall St. Rank hold IWP as of Q2 2021.

  • Stuart Chaussee & Associates reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 1,594 iShares Russell Mid-Cap Growth ETF shares in Q2 2021, an estimated $163K.
  • Stuart Chaussee & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and held it in 4 quarters.
  • Stuart Chaussee & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $164K in Q4 2020.
  • 822 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2021, filed 6 Aug 2021.