Valley National Advisers’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Valley National Advisers’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	-48	Closed	-$3K	–	783
2019 Q3	$3K	Hold	48	–	–	﹤0.01%	636
2019 Q2	$3K	Hold	48	–	–	﹤0.01%	603
2019 Q1	$3K	Hold	48	–	–	﹤0.01%	602
2018 Q4	$3K	Hold	48	–	–	﹤0.01%	591
2018 Q3	$3K	Hold	48	–	–	﹤0.01%	559
2018 Q2	$3K	Hold	48	–	–	﹤0.01%	525
2018 Q1	$3K	Hold	48	–	–	﹤0.01%	513
2017 Q4	$3K	Hold	48	–	–	﹤0.01%	525
2017 Q3	$3K	Hold	48	–	–	﹤0.01%	521
2017 Q2	$3K	Hold	48	–	–	﹤0.01%	506
2017 Q1	$2K	Hold	48	–	–	﹤0.01%	532
2016 Q4	$2K	Hold	48	–	–	﹤0.01%	564
2016 Q3	$2K	Hold	48	–	–	﹤0.01%	534
2016 Q2	$2K	Buy	+48	New	+$2.22K	﹤0.01%	530

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

Valley National Advisers's IWP Position: Q4 2019 in Review

Valley National Advisers sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2019, closing a stake of 48 shares — an estimated $3K sold.

Valley National Advisers first reported a position in IWP in Q2 2016 and held it in 14 quarters. The position peaked at $3K in Q3 2019. 689 funds tracked by Wall St. Rank hold IWP as of Q4 2019.

Valley National Advisers reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
Valley National Advisers sold 48 iShares Russell Mid-Cap Growth ETF shares in Q4 2019, an estimated $3K.
Valley National Advisers first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2016 and held it in 14 quarters.
Valley National Advisers's iShares Russell Mid-Cap Growth ETF position peaked at $3K in Q3 2019.
689 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2019.

Based on Valley National Advisers's 13F filing for Q4 2019, filed 13 Feb 2020.