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Bellwether Investment Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bellwether Investment Group’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
Q1 		– Sell
-9,258
Closed -$451K – 870
2016
Q4 		$451K Buy
+9,258
New +$446K 0.41% 71
2016
Q2 		$433K Buy
+9,258
New +$428K 0.48% 59

Other funds holding IWP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Bellwether Investment Group's IWP Position: Q1 2017 in Review

Bellwether Investment Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2017, closing a stake of 9,258 shares — an estimated $451K sold.

Bellwether Investment Group first reported a position in IWP in Q2 2016 and held it in 2 quarters. The position peaked at $451K in Q4 2016. 406 funds tracked by Wall St. Rank hold IWP as of Q1 2017.

  • Bellwether Investment Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 9,258 iShares Russell Mid-Cap Growth ETF shares in Q1 2017, an estimated $451K.
  • Bellwether Investment Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's iShares Russell Mid-Cap Growth ETF position peaked at $451K in Q4 2016.
  • 406 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.