SVA Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

SVA Wealth Management’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 Q4	$526K	Buy	5,124 +72	+1%	+$6.85K	0.05%	162
2020 Q3	$437K	Hold	5,052	–	–	0.04%	163
2020 Q2	$399K	Hold	5,052	–	–	0.04%	154
2020 Q1	$307K	Sell	5,052 -412	-8%	-$30K	0.04%	165
2019 Q4	$417K	Buy	5,464 +768	+16%	+$56.3K	0.04%	161
2019 Q3	$332K	Hold	4,696	–	–	0.03%	170
2019 Q2	$335K	Sell	4,696 -1,572	-25%	-$109K	0.03%	173
2019 Q1	$425K	Hold	6,268	–	–	0.04%	160
2018 Q4	$356K	Sell	6,268 -2,962	-32%	-$180K	0.04%	168
2018 Q3	$626K	Sell	9,230 -42	-0.5%	-$2.79K	0.06%	146
2018 Q2	$588K	Sell	9,272 -3,300	-26%	-$208K	0.06%	143
2018 Q1	$711K	Buy	12,572 +1,434	+13%	+$89.5K	0.09%	127
2017 Q4	$672K	Sell	11,138 -1,434	-11%	-$84.3K	0.08%	135
2017 Q3	$711K	Sell	12,572 -1,620	-11%	-$88.9K	0.09%	127
2017 Q2	$767K	Buy	14,192 +42	+0.3%	+$2.23K	0.1%	124
2017 Q1	$734K	Sell	14,150 -764	-5%	-$39K	0.1%	123
2016 Q4	$726K	Hold	14,914	–	–	0.11%	124
2016 Q3	$726K	Sell	14,914 -1,562	-9%	-$75.7K	0.11%	121
2016 Q2	$771K	Sell	16,476 -1,264	-7%	-$58.5K	0.12%	118
2016 Q1	$817K	Buy	17,740 +1,000	+6%	+$43.2K	0.14%	115
2015 Q4	$769K	Sell	16,740 -1,200	-7%	-$55.8K	0.13%	130
2015 Q3	$795K	Hold	17,940	–	–	0.15%	128
2015 Q2	$869K	Sell	17,940 -908	-5%	-$44.8K	0.16%	125
2015 Q1	$923K	Buy	18,848 +14,350	+319%	+$685K	0.17%	123
2014 Q4	$210K	Buy	+4,498	New	+$203K	0.08%	174
2014 Q3	–	Sell	-4,498	Closed	-$201K	–	162
2014 Q2	$201K	Buy	+4,498	New	+$193K	0.09%	157

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

SVA Wealth Management's IWP Position: Q4 2020 in Review

SVA Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.4% in Q4 2020, buying an estimated $6.85K and bringing the position to 5,124 shares worth $526K. The position accounts for 0.05% of the portfolio, ranked #162.

SVA Wealth Management first reported a position in IWP in Q2 2014 and has held it in 26 quarters since. The position peaked at $923K in Q1 2015. 816 funds tracked by Wall St. Rank hold IWP as of Q4 2020.

SVA Wealth Management held 5,124 shares of iShares Russell Mid-Cap Growth ETF worth $526K as of Q4 2020.
SVA Wealth Management bought 72 iShares Russell Mid-Cap Growth ETF shares in Q4 2020, an estimated $6.85K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of SVA Wealth Management's portfolio in Q4 2020, its #162 holding.
SVA Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2014 and has held it in 26 quarters since.
SVA Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $923K in Q1 2015.
816 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.