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Aviance Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Aviance Capital 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
2017
Q4 		– Sell
-8
Closed – – 301
2017
Q3 		$0 Buy
+8
New +$439 ﹤0.01% 351

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Morgan Stanley
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PNC Financial Services Group
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Aviance Capital Management's IWP Position: Q4 2017 in Review

Aviance Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2017, closing a stake of 8 shares.

Aviance Capital Management first reported a position in IWP in Q3 2017 and held it in 1 quarter. The position peaked at $0 in Q3 2017. 480 funds tracked by Wall St. Rank hold IWP as of Q4 2017.

  • Aviance Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Aviance Capital Management sold 8 iShares Russell Mid-Cap Growth ETF shares in Q4 2017.
  • Aviance Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and held it in 1 quarter.
  • Aviance Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $0 in Q3 2017.
  • 480 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2017.

Based on Aviance Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.