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Waddell & Reed Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		– Sell
-3,745
Closed -$384K – 494
2020
Q4 		$384K Buy
+3,745
New +$356K ﹤0.01% 473
2020
Q1 		– Sell
-19,744
Closed -$1.51M – 456
2019
Q4 		$1.51M Buy
+19,744
New +$1.45M ﹤0.01% 436

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Waddell & Reed Financial's IWP Position: Q1 2021 in Review

Waddell & Reed Financial sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2021, closing a stake of 3,745 shares — an estimated $384K sold.

Waddell & Reed Financial first reported a position in IWP in Q4 2019 and held it in 2 quarters. The position peaked at $1.51M in Q4 2019. 801 funds tracked by Wall St. Rank hold IWP as of Q1 2021.

  • Waddell & Reed Financial reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Waddell & Reed Financial sold 3,745 iShares Russell Mid-Cap Growth ETF shares in Q1 2021, an estimated $384K.
  • Waddell & Reed Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 2 quarters.
  • Waddell & Reed Financial's iShares Russell Mid-Cap Growth ETF position peaked at $1.51M in Q4 2019.
  • 801 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.