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

Aevitas Wealth 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 Q2	–	Sell	-98	Closed	-$6K	–	210
2019 Q1	$6K	Hold	98	–	–	0.01%	329
2018 Q4	$6K	Hold	98	–	–	0.01%	334
2018 Q3	$7K	Hold	98	–	–	0.01%	371
2018 Q2	$6K	Hold	98	–	–	0.01%	362
2018 Q1	$6K	Buy	+98	New	+$6.12K	0.01%	360

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 $71.6B AUM 21.08% 1-Year Est. Return

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

Aevitas Wealth Management's IWP Position: Q2 2019 in Review

Aevitas Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2019, closing a stake of 98 shares — an estimated $6K sold.

Aevitas Wealth Management first reported a position in IWP in Q1 2018 and held it in 5 quarters. The position peaked at $7K in Q3 2018. 590 funds tracked by Wall St. Rank hold IWP as of Q2 2019.

Aevitas Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 98 iShares Russell Mid-Cap Growth ETF shares in Q2 2019, an estimated $6K.
Aevitas Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and held it in 5 quarters.
Aevitas Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $7K in Q3 2018.
590 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.