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IWP icon

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

Transform Wealth’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
-17,818
Closed -$1.41M – 224
2020
Q2 		$1.41M Hold
17,818
– – 0.24% 84
2020
Q1 		$1.08M Sell
17,818
-380
-2% -$27.7K 0.23% 101
2019
Q4 		$1.39M Sell
18,198
-4,200
-19% -$308K 0.22% 107
2019
Q3 		$1.58M Buy
22,398
+4,600
+26% +$331K 0.28% 99
2019
Q2 		$1.27M Buy
17,798
+3,202
+22% +$223K 0.19% 118
2019
Q1 		$990K Buy
+14,596
New +$937K 0.18% 112
2018
Q4 		– Sell
-6,636
Closed -$450K – 189
2018
Q3 		$450K Buy
+6,636
New +$441K 0.08% 148

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return