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Arthur Zaske & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Arthur Zaske & Associates’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
2016
Q4 		– Sell
-13,230
Closed -$644K – 79
2016
Q3 		$644K Buy
+13,230
New +$642K 0.96% 25

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Arthur Zaske & Associates's IWP Position: Q4 2016 in Review

Arthur Zaske & Associates sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2016, closing a stake of 13,230 shares — an estimated $644K sold.

Arthur Zaske & Associates first reported a position in IWP in Q3 2016 and held it in 1 quarter. The position peaked at $644K in Q3 2016. 407 funds tracked by Wall St. Rank hold IWP as of Q4 2016.

  • Arthur Zaske & Associates reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Arthur Zaske & Associates sold 13,230 iShares Russell Mid-Cap Growth ETF shares in Q4 2016, an estimated $644K.
  • Arthur Zaske & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and held it in 1 quarter.
  • Arthur Zaske & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $644K in Q3 2016.
  • 407 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2016.

Based on Arthur Zaske & Associates's 13F filing for Q4 2016, filed 7 Feb 2017.