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

Tradewinds Capital 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
2022 Q2	–	Sell	-180	Closed	-$18K	–	610
2022 Q1	$18K	Hold	180	–	–	﹤0.01%	386
2021 Q4	$21K	Hold	180	–	–	﹤0.01%	371
2021 Q3	$20K	Hold	180	–	–	﹤0.01%	365
2021 Q2	$20K	Hold	180	–	–	﹤0.01%	366
2021 Q1	$18K	Hold	180	–	–	﹤0.01%	359
2020 Q4	$18K	Hold	180	–	–	﹤0.01%	342
2020 Q3	$16K	Hold	180	–	–	﹤0.01%	330
2020 Q2	$14K	Hold	180	–	–	﹤0.01%	342
2020 Q1	$11K	Hold	180	–	–	﹤0.01%	336
2019 Q4	$14K	Hold	180	–	–	﹤0.01%	360
2019 Q3	$13K	Hold	180	–	–	0.01%	334
2019 Q2	$13K	Hold	180	–	–	0.01%	331
2019 Q1	$12K	Hold	180	–	–	﹤0.01%	356
2018 Q4	$10K	Hold	180	–	–	﹤0.01%	382
2018 Q3	$12K	Hold	180	–	–	﹤0.01%	395
2018 Q2	$11K	Hold	180	–	–	﹤0.01%	404
2018 Q1	$11K	Buy	+180	New	+$11.2K	﹤0.01%	389
2015 Q3	–	Sell	-638	Closed	-$31K	–	679
2015 Q2	$31K	Buy	+638	New	+$31.5K	0.02%	278

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Tradewinds Capital Management's IWP Position: Q2 2022 in Review

Tradewinds Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2022, closing a stake of 180 shares — an estimated $18K sold.

Tradewinds Capital Management first reported a position in IWP in Q2 2015 and held it in 18 quarters. The position peaked at $31K in Q2 2015. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

Tradewinds Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Tradewinds Capital Management sold 180 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $18K.
Tradewinds Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2015 and held it in 18 quarters.
Tradewinds Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $31K in Q2 2015.
827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.