Bingham Osborn & Scarborough’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bingham Osborn & Scarborough’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
2015 Q4	–	Sell	-8,604	Closed	-$381K	–	111
2015 Q3	$381K	Buy	8,604 +82	+1%	+$3.89K	0.05%	76
2015 Q2	$413K	Hold	8,522	–	–	0.05%	76
2015 Q1	$417K	Hold	8,522	–	–	0.05%	76
2014 Q4	$397K	Hold	8,522	–	–	0.05%	82
2014 Q3	$376K	Buy	8,522 +16	+0.2%	+$714	0.05%	80
2014 Q2	$381K	Buy	+8,506	New	+$366K	0.05%	70

Other funds holding IWP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bingham Osborn & Scarborough's IWP Position: Q4 2015 in Review

Bingham Osborn & Scarborough sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2015, closing a stake of 8,604 shares — an estimated $381K sold.

Bingham Osborn & Scarborough first reported a position in IWP in Q2 2014 and held it in 6 quarters. The position peaked at $417K in Q1 2015. 371 funds tracked by Wall St. Rank hold IWP as of Q4 2015.

Bingham Osborn & Scarborough reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2015 after selling out during the quarter.
Bingham Osborn & Scarborough sold 8,604 iShares Russell Mid-Cap Growth ETF shares in Q4 2015, an estimated $381K.
Bingham Osborn & Scarborough first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2014 and held it in 6 quarters.
Bingham Osborn & Scarborough's iShares Russell Mid-Cap Growth ETF position peaked at $417K in Q1 2015.
371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2015.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2015, filed 10 Feb 2016.