Bremer Trust National Association’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bremer Trust National Association’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 Q4	$273K	Hold	4,810	–	–	0.06%	217
2018 Q3	$326K	Hold	4,810	–	–	0.08%	197
2018 Q2	$305K	Hold	4,810	–	–	0.08%	204
2018 Q1	$296K	Hold	4,810	–	–	0.09%	186
2017 Q4	$290K	Hold	4,810	–	–	0.08%	197
2017 Q3	$272K	Hold	4,810	–	–	0.08%	209
2017 Q2	$260K	Hold	4,810	–	–	0.07%	214
2017 Q1	$250K	Hold	4,810	–	–	0.07%	236
2016 Q4	$235K	Buy	+4,810	New	+$232K	0.06%	247

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Bremer Trust National Association's IWP Position: Q4 2018 in Review

Bremer Trust National Association held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2018 at 4,810 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #217.

Bremer Trust National Association first reported a position in IWP in Q4 2016 and has held it in 9 quarters since. The position peaked at $326K in Q3 2018. 528 funds tracked by Wall St. Rank hold IWP as of Q4 2018.

Bremer Trust National Association held 4,810 shares of iShares Russell Mid-Cap Growth ETF worth $273K as of Q4 2018.
Bremer Trust National Association left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2018.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Bremer Trust National Association's portfolio in Q4 2018, its #217 holding.
Bremer Trust National Association first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 9 quarters since.
Bremer Trust National Association's iShares Russell Mid-Cap Growth ETF position peaked at $326K in Q3 2018.
528 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2018.

Based on Bremer Trust National Association's 13F filing for Q4 2018, filed 11 Feb 2019.