Advocacy Wealth Management Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Advocacy Wealth Management Services’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	-426	Closed	-$30K	–	163
2019 Q2	$30K	Buy	+426	New	+$29.6K	0.02%	67
2016 Q1	–	Sell	-1,020	Closed	-$47K	–	535
2015 Q4	$47K	Buy	+1,020	New	+$47.4K	0.05%	170

Other funds holding IWP

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Advocacy Wealth Management Services's IWP Position: Q3 2019 in Review

Advocacy Wealth Management Services sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2019, closing a stake of 426 shares — an estimated $30K sold.

Advocacy Wealth Management Services first reported a position in IWP in Q4 2015 and held it in 2 quarters. The position peaked at $47K in Q4 2015. 583 funds tracked by Wall St. Rank hold IWP as of Q3 2019.

Advocacy Wealth Management Services reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 426 iShares Russell Mid-Cap Growth ETF shares in Q3 2019, an estimated $30K.
Advocacy Wealth Management Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and held it in 2 quarters.
Advocacy Wealth Management Services's iShares Russell Mid-Cap Growth ETF position peaked at $47K in Q4 2015.
583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2019, filed 2 Oct 2019.