American Economic Planning Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

American Economic Planning Group’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
2018 Q2	–	Sell	-4,650	Closed	-$287K	–	80
2018 Q1	$287K	Hold	4,650	–	–	0.1%	67
2017 Q4	$269K	Hold	4,650	–	–	0.1%	68
2017 Q3	$257K	Hold	4,650	–	–	0.1%	63
2017 Q2	$251K	Hold	4,650	–	–	0.1%	61
2017 Q1	$224K	Hold	4,650	–	–	0.09%	67
2016 Q4	$224K	Hold	4,650	–	–	0.1%	52
2016 Q3	$225K	Sell	4,650 -678	-13%	-$32.9K	0.09%	56
2016 Q2	$249K	Hold	5,328	–	–	0.1%	48
2016 Q1	$246K	Sell	5,328 -8,584	-62%	-$371K	0.1%	46
2015 Q4	$639K	Buy	+13,912	New	+$647K	0.25%	24

Other funds holding IWP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

American Economic Planning Group's IWP Position: Q2 2018 in Review

American Economic Planning Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2018, closing a stake of 4,650 shares — an estimated $287K sold.

American Economic Planning Group first reported a position in IWP in Q4 2015 and held it in 10 quarters. The position peaked at $639K in Q4 2015. 495 funds tracked by Wall St. Rank hold IWP as of Q2 2018.

American Economic Planning Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2018 after selling out during the quarter.
American Economic Planning Group sold 4,650 iShares Russell Mid-Cap Growth ETF shares in Q2 2018, an estimated $287K.
American Economic Planning Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and held it in 10 quarters.
American Economic Planning Group's iShares Russell Mid-Cap Growth ETF position peaked at $639K in Q4 2015.
495 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2018.

Based on American Economic Planning Group's 13F filing for Q2 2018, filed 14 Aug 2018.