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Telemus Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Telemus Capital’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
Q4 		– Sell
-1,928
Closed -$216K – 387
2021
Q3 		$216K Sell
1,928
-292
-13% -$33.6K 0.02% 324
2021
Q2 		$251K Buy
2,220
+292
+15% +$31.2K 0.02% 309
2021
Q1 		$202K Sell
1,928
-111
-5% -$11.6K 0.01% 377
2020
Q4 		$209K Sell
2,039
-407
-17% -$38.7K 0.02% 356
2020
Q3 		$226K Sell
2,446
-200
-8% -$16.9K 0.02% 402
2020
Q2 		$217K Hold
2,646
– – 0.02% 374
2020
Q1 		$205K Sell
2,646
-3,198
-55% -$233K 0.02% 353
2019
Q4 		$446K Sell
5,844
-382
-6% -$28K 0.03% 262
2019
Q3 		$440K Buy
6,226
+364
+6% +$26.2K 0.04% 262
2019
Q2 		$404K Sell
5,862
-312
-5% -$21.7K 0.04% 264
2019
Q1 		$419K Buy
6,174
+408
+7% +$26.2K 0.03% 291
2018
Q4 		$328K Sell
5,766
-182
-3% -$11.1K 0.03% 314
2018
Q3 		$403K Buy
5,948
+546
+10% +$36.3K 0.03% 316
2018
Q2 		$342K Sell
5,402
-536
-9% -$33.7K 0.03% 350
2018
Q1 		$365K Buy
5,938
+94
+2% +$5.87K 0.03% 325
2017
Q4 		$353K Sell
5,844
-1,408
-19% -$82.8K 0.03% 339
2017
Q3 		$410K Buy
7,252
+2,230
+44% +$122K 0.05% 230
2017
Q2 		$271K Sell
5,022
-116
-2% -$6.17K 0.03% 307
2017
Q1 		$267K Sell
5,138
-6,430
-56% -$328K 0.03% 298
2016
Q4 		$563K Buy
11,568
+6,430
+125% +$310K 0.08% 187
2016
Q3 		$250K Hold
5,138
– – 0.03% 306
2016
Q2 		$240K Buy
5,138
+600
+13% +$27.8K 0.03% 299
2016
Q1 		$209K Buy
+4,538
New +$196K 0.03% 297
2013
Q4 		– Sell
-7,396
Closed -$289K – 140
2013
Q3 		$289K Buy
+7,396
New +$282K 0.09% 110

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Telemus Capital's IWP Position: Q4 2021 in Review

Telemus Capital sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2021, closing a stake of 1,928 shares — an estimated $216K sold.

Telemus Capital first reported a position in IWP in Q3 2013 and held it in 24 quarters. The position peaked at $563K in Q4 2016. 944 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

  • Telemus Capital reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Telemus Capital sold 1,928 iShares Russell Mid-Cap Growth ETF shares in Q4 2021, an estimated $216K.
  • Telemus Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2013 and held it in 24 quarters.
  • Telemus Capital's iShares Russell Mid-Cap Growth ETF position peaked at $563K in Q4 2016.
  • 944 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on Telemus Capital's 13F filing for Q4 2021, filed 1 Feb 2022.