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TCG Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

TCG Advisors’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
-106,298
Closed -$8.4M – 64
2020
Q2 		$8.4M Buy
106,298
+928
+0.9% +$67.3K 4.67% 1
2020
Q1 		$6.41M Sell
105,370
-1,166
-1% -$85K 5.26% 2
2019
Q4 		$8.13M Buy
106,536
+134
+0.1% +$9.82K 4.87% 2
2019
Q3 		$7.52M Buy
106,402
+140
+0.1% +$10.1K 5.41% 2
2019
Q2 		$7.66M Buy
106,262
+164
+0.2% +$11.4K 7.02% 1
2019
Q1 		$7.2M Buy
106,098
+28,776
+37% +$1.85M 6.56% 1
2018
Q4 		$4.4M Buy
+77,322
New +$4.7M 4.45% 4

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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

TCG Advisors's IWP Position: Q3 2020 in Review

TCG Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2020, closing a stake of 106,298 shares — an estimated $8.4M sold.

TCG Advisors first reported a position in IWP in Q4 2018 and held it in 7 quarters. The position peaked at $8.4M in Q2 2020. 714 funds tracked by Wall St. Rank hold IWP as of Q3 2020.

  • TCG Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • TCG Advisors sold 106,298 iShares Russell Mid-Cap Growth ETF shares in Q3 2020, an estimated $8.4M.
  • TCG Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and held it in 7 quarters.
  • TCG Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $8.4M in Q2 2020.
  • 714 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.