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BB&T Securities’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

BB&T Securities’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 		$1.48M Sell
20,976
-518
-2% -$37.2K 0.01% 663
2019
Q2 		$1.53M Buy
21,494
+1,538
+8% +$107K 0.01% 663
2019
Q1 		$1.35M Sell
19,956
-3,690
-16% -$237K 0.01% 706
2018
Q4 		$1.34M Buy
23,646
+2,302
+11% +$140K 0.01% 649
2018
Q3 		$1.45M Buy
21,344
+12
+0.1% +$798 0.01% 700
2018
Q2 		$1.35M Sell
21,332
-1,676
-7% -$105K 0.01% 713
2018
Q1 		$1.41M Sell
23,008
-4,310
-16% -$269K 0.02% 665
2017
Q4 		$1.65M Buy
27,318
+2,760
+11% +$162K 0.02% 593
2017
Q3 		$1.39M Buy
24,558
+1,172
+5% +$64.3K 0.02% 636
2017
Q2 		$1.26M Buy
23,386
+11,442
+96% +$609K 0.02% 650
2017
Q1 		$619K Sell
11,944
-62,716
-84% -$3.2M 0.01% 816
2016
Q4 		$3.63M Hold
74,660
– – 0.05% 323
2016
Q3 		$3.63M Buy
74,660
+64,546
+638% +$3.13M 0.05% 318
2016
Q2 		$473K Buy
10,114
+158
+2% +$7.31K 0.01% 820
2016
Q1 		$458K Sell
9,956
-5,238
-34% -$226K 0.01% 795
2015
Q4 		$698K Sell
15,194
-978
-6% -$45.5K 0.01% 619
2015
Q3 		$716K Buy
16,172
+9,850
+156% +$467K 0.02% 595
2015
Q2 		$306K Buy
6,322
+116
+2% +$5.72K 0.01% 894
2015
Q1 		$304K Sell
6,206
-1,230
-17% -$58.7K 0.01% 874
2014
Q4 		$347K Sell
7,436
-2
-0% -$90 0.01% 841
2014
Q3 		$329K Buy
7,438
+1,666
+29% +$74.4K 0.01% 829
2014
Q2 		$258K Sell
5,772
-54
-0.9% -$2.32K 0.01% 867
2014
Q1 		$250K Sell
5,826
-50
-0.9% -$2.13K 0.01% 799
2013
Q4 		$248K Sell
5,876
-4
-0.1% -$162 0.01% 771
2013
Q3 		$230K Buy
+5,880
New +$224K 0.01% 730

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

BB&T Securities's IWP Position: Q3 2019 in Review

BB&T Securities reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.4% in Q3 2019, selling an estimated $37.2K and leaving 20,976 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #663.

BB&T Securities first reported a position in IWP in Q3 2013 and has held it in 25 quarters since. The position peaked at $3.63M in Q4 2016. 583 funds tracked by Wall St. Rank hold IWP as of Q3 2019.

  • BB&T Securities held 20,976 shares of iShares Russell Mid-Cap Growth ETF worth $1.48M as of Q3 2019.
  • BB&T Securities sold 518 iShares Russell Mid-Cap Growth ETF shares in Q3 2019, an estimated $37.2K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of BB&T Securities's portfolio in Q3 2019, its #663 holding.
  • BB&T Securities first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2013 and has held it in 25 quarters since.
  • BB&T Securities's iShares Russell Mid-Cap Growth ETF position peaked at $3.63M in Q4 2016.
  • 583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.