Archford Capital Strategies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Archford Capital Strategies’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	-1,572	Closed	-$112K	–	372
2019 Q2	$112K	Hold	1,572	–	–	0.04%	235
2019 Q1	$107K	Hold	1,572	–	–	0.04%	238
2018 Q4	$89K	Hold	1,572	–	–	0.04%	234
2018 Q3	$107K	Hold	1,572	–	–	0.04%	243
2018 Q2	$100K	Hold	1,572	–	–	0.04%	252
2018 Q1	$95K	Buy	+1,572	New	+$98.2K	0.04%	171
2017 Q2	–	Sell	-1,572	Closed	-$82K	–	403
2017 Q1	$82K	Hold	1,572	–	–	0.03%	252
2016 Q4	$76K	Hold	1,572	–	–	0.03%	224
2016 Q3	$76K	Hold	1,572	–	–	0.03%	232
2016 Q2	$74K	Buy	+1,572	New	+$72.7K	0.04%	221
2016 Q1	–	Sell	-1,572	Closed	-$73K	–	385
2015 Q4	$73K	Hold	1,572	–	–	0.03%	226
2015 Q3	$70K	Hold	1,572	–	–	0.05%	168
2015 Q2	$76K	Hold	1,572	–	–	0.05%	168
2015 Q1	$77K	Hold	1,572	–	–	0.05%	172
2014 Q4	$73K	Hold	1,572	–	–	0.05%	176
2014 Q3	$69K	Hold	1,572	–	–	0.05%	177
2014 Q2	$70.4K	Hold	1,572	–	–	0.05%	183
2014 Q1	$67.4K	Buy	+1,572	New	+$66.9K	0.06%	186

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

Archford Capital Strategies's IWP Position: Q3 2019 in Review

Archford Capital Strategies sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2019, closing a stake of 1,572 shares — an estimated $112K sold.

Archford Capital Strategies first reported a position in IWP in Q1 2014 and held it in 18 quarters. The position peaked at $112K in Q2 2019. 582 funds tracked by Wall St. Rank hold IWP as of Q3 2019.

Archford Capital Strategies reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 1,572 iShares Russell Mid-Cap Growth ETF shares in Q3 2019, an estimated $112K.
Archford Capital Strategies first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2014 and held it in 18 quarters.
Archford Capital Strategies's iShares Russell Mid-Cap Growth ETF position peaked at $112K in Q2 2019.
582 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.