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Boston Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Boston Advisors’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
Q2 		– Sell
-4,138
Closed -$215K – 658
2017
Q1 		$215K Sell
4,138
-2,860
-41% -$146K 0.01% 605
2016
Q4 		$341K Buy
6,998
+1,624
+30% +$78.3K 0.01% 545
2016
Q3 		$262K Buy
+5,374
New +$261K 0.01% 627

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Boston Advisors's IWP Position: Q2 2017 in Review

Boston Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2017, closing a stake of 4,138 shares — an estimated $215K sold.

Boston Advisors first reported a position in IWP in Q3 2016 and held it in 3 quarters. The position peaked at $341K in Q4 2016. 409 funds tracked by Wall St. Rank hold IWP as of Q2 2017.

  • Boston Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Boston Advisors sold 4,138 iShares Russell Mid-Cap Growth ETF shares in Q2 2017, an estimated $215K.
  • Boston Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and held it in 3 quarters.
  • Boston Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $341K in Q4 2016.
  • 409 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2017.

Based on Boston Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.