BG
IWP icon

Bahl & Gaynor’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bahl & Gaynor’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
-6,124
Closed -$376K – 379
2018
Q1 		$376K Hold
6,124
– – ﹤0.01% 353
2017
Q4 		$369K Hold
6,124
– – ﹤0.01% 357
2017
Q3 		$347K Hold
6,124
– – ﹤0.01% 351
2017
Q2 		$331K Hold
6,124
– – ﹤0.01% 365
2017
Q1 		$318K Hold
6,124
– – ﹤0.01% 349
2016
Q4 		$298K Hold
6,124
– – ﹤0.01% 355
2016
Q3 		$298K Hold
6,124
– – ﹤0.01% 356
2016
Q2 		$287K Hold
6,124
– – ﹤0.01% 366
2016
Q1 		$282K Sell
6,124
-7,350
-55% -$317K ﹤0.01% 366
2015
Q4 		$619K Buy
+13,474
New +$626K 0.01% 280

Other funds holding IWP

TF
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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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