tru Independence’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

tru Independence’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 Q4	–	Sell	-102	Closed	-$9K	–	798
2020 Q3	$9K	Buy	+102	New	+$8.61K	﹤0.01%	282
2020 Q1	–	Sell	-102	Closed	-$6K	–	821
2019 Q4	$6K	Buy	+102	New	+$7.48K	﹤0.01%	645

Other funds holding IWP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

tru Independence's IWP Position: Q4 2020 in Review

tru Independence sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2020, closing a stake of 102 shares — an estimated $9K sold.

tru Independence first reported a position in IWP in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q3 2020. 815 funds tracked by Wall St. Rank hold IWP as of Q4 2020.

tru Independence reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
tru Independence sold 102 iShares Russell Mid-Cap Growth ETF shares in Q4 2020, an estimated $9K.
tru Independence first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 2 quarters.
tru Independence's iShares Russell Mid-Cap Growth ETF position peaked at $9K in Q3 2020.
815 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2020.

Based on tru Independence's 13F filing for Q4 2020, filed 9 Mar 2021.