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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Transform Wealth's IWP Position: Q3 2020 in Review

Transform Wealth sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2020, closing a stake of 17,818 shares — an estimated $1.41M sold.

Transform Wealth first reported a position in IWP in Q3 2018 and held it in 7 quarters. The position peaked at $1.58M in Q3 2019. 714 funds tracked by Wall St. Rank hold IWP as of Q3 2020.

Transform Wealth reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
Transform Wealth sold 17,818 iShares Russell Mid-Cap Growth ETF shares in Q3 2020, an estimated $1.41M.
Transform Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2018 and held it in 7 quarters.
Transform Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $1.58M in Q3 2019.
714 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2020.

Based on Transform Wealth's 13F filing for Q3 2020, filed 21 Oct 2020.