Advantage Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Advantage Investment Management’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 Q3	–	Sell	-16	Closed	-$1K	–	937
2019 Q2	$1K	Buy	+16	New	+$1.11K	﹤0.01%	904
2017 Q4	–	Sell	-194	Closed	-$11K	–	1035
2017 Q3	$11K	Sell	194 -180	-48%	-$9.88K	﹤0.01%	671
2017 Q2	$20K	Buy	374 +180	+93%	+$9.58K	0.01%	561
2017 Q1	$10K	Hold	194	–	–	﹤0.01%	683
2016 Q4	$9K	Hold	194	–	–	﹤0.01%	649
2016 Q3	$9K	Hold	194	–	–	﹤0.01%	638
2016 Q2	$9K	Buy	+194	New	+$8.97K	﹤0.01%	608
2015 Q3	–	Sell	-400	Closed	-$19K	–	862
2015 Q2	$19K	Sell	400 -404	-50%	-$19.9K	0.01%	491
2015 Q1	$39K	Buy	+804	New	+$38.4K	0.02%	357

Other funds holding IWP

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

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Advantage Investment Management's IWP Position: Q3 2019 in Review

Advantage Investment Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2019, closing a stake of 16 shares — an estimated $1K sold.

Advantage Investment Management first reported a position in IWP in Q1 2015 and held it in 9 quarters. The position peaked at $39K in Q1 2015. 583 funds tracked by Wall St. Rank hold IWP as of Q3 2019.

Advantage Investment Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
Advantage Investment Management sold 16 iShares Russell Mid-Cap Growth ETF shares in Q3 2019, an estimated $1K.
Advantage Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2015 and held it in 9 quarters.
Advantage Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $39K in Q1 2015.
583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.