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Wealthspire Advisors (Maryland)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wealthspire Advisors (Maryland)’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 		$208K Sell
2,410
-2,960
-55% -$250K 0.01% 445
2020
Q2 		$425K Sell
5,370
-238
-4% -$17.3K 0.03% 286
2020
Q1 		$341K Buy
5,608
+2
+0% +$146 0.03% 285
2019
Q4 		$428K Sell
5,606
-2
-0% -$147 0.03% 305
2019
Q3 		$396K Sell
5,608
-420
-7% -$30.2K 0.03% 294
2019
Q2 		$430K Buy
6,028
+846
+16% +$58.8K 0.03% 280
2019
Q1 		$352K Buy
5,182
+2
+0% +$128 0.03% 318
2018
Q4 		$295K Buy
5,180
+6
+0.1% +$365 0.03% 324
2018
Q3 		$351K Buy
5,174
+2
+0% +$133 0.03% 317
2018
Q2 		$328K Hold
5,172
– – 0.03% 333
2018
Q1 		$318K Buy
5,172
+1,482
+40% +$92.5K 0.03% 346
2017
Q4 		$223K Buy
3,690
+1,484
+67% +$87.2K 0.02% 444
2017
Q3 		$125K Buy
2,206
+2
+0.1% +$110 0.01% 622
2017
Q2 		$119K Buy
2,204
+1,034
+88% +$55K 0.01% 629
2017
Q1 		$61K Hold
1,170
– – 0.01% 751
2016
Q4 		$57K Buy
1,170
+236
+25% +$11.4K 0.01% 735
2016
Q3 		$45K Hold
934
– – 0.01% 810
2016
Q2 		$44K Hold
934
– – 0.01% 770
2016
Q1 		$43K Hold
934
– – 0.01% 738
2015
Q4 		$43K Buy
+934
New +$43.4K 0.01% 758

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

Wealthspire Advisors (Maryland)'s IWP Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 55% in Q3 2020, selling an estimated $250K and leaving 2,410 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #445.

Wealthspire Advisors (Maryland) first reported a position in IWP in Q4 2015 and has held it in 20 quarters since. The position peaked at $430K in Q2 2019. 715 funds tracked by Wall St. Rank hold IWP as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,410 shares of iShares Russell Mid-Cap Growth ETF worth $208K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 2,960 iShares Russell Mid-Cap Growth ETF shares in Q3 2020, an estimated $250K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #445 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares Russell Mid-Cap Growth ETF position peaked at $430K in Q2 2019.
  • 715 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.