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

Thor 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
2019
Q4 		– Sell
-636
Closed -$45K – 130
2019
Q3 		$45K Buy
+636
New +$45.7K 0.05% 239

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Thor Advisors's IWP Position: Q4 2019 in Review

Thor Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2019, closing a stake of 636 shares — an estimated $45K sold.

Thor Advisors first reported a position in IWP in Q3 2019 and held it in 1 quarter. The position peaked at $45K in Q3 2019. 688 funds tracked by Wall St. Rank hold IWP as of Q4 2019.

  • Thor Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Thor Advisors sold 636 iShares Russell Mid-Cap Growth ETF shares in Q4 2019, an estimated $45K.
  • Thor Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2019 and held it in 1 quarter.
  • Thor Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $45K in Q3 2019.
  • 688 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2019.

Based on Thor Advisors's 13F filing for Q4 2019, filed 18 Feb 2020.