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Accurate Investment Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Accurate Investment Solutions’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
2016
Q4 		– Sell
-10
Closed – – 323
2016
Q3 		$0 Hold
10
– – ﹤0.01% 315
2016
Q2 		$0 Hold
10
– – ﹤0.01% 342
2016
Q1 		$0 Sell
10
-64,708
-100% -$2.79M ﹤0.01% 394
2015
Q4 		$2.97M Buy
+64,718
New +$3.01M 2.72% 6

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Accurate Investment Solutions's IWP Position: Q4 2016 in Review

Accurate Investment Solutions sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2016, closing a stake of 10 shares.

Accurate Investment Solutions first reported a position in IWP in Q4 2015 and held it in 4 quarters. The position peaked at $2.97M in Q4 2015. 407 funds tracked by Wall St. Rank hold IWP as of Q4 2016.

  • Accurate Investment Solutions reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Accurate Investment Solutions sold 10 iShares Russell Mid-Cap Growth ETF shares in Q4 2016.
  • Accurate Investment Solutions first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and held it in 4 quarters.
  • Accurate Investment Solutions's iShares Russell Mid-Cap Growth ETF position peaked at $2.97M in Q4 2015.
  • 407 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2016.

Based on Accurate Investment Solutions's 13F filing for Q4 2016, filed 10 Jan 2017.