Brick & Kyle Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Brick & Kyle Associates’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	-400	Closed	-$21K	–	222
2017 Q1	$21K	Hold	400	–	–	0.02%	275
2016 Q4	$19K	Hold	400	–	–	0.02%	285
2016 Q3	$19K	Hold	400	–	–	0.02%	280
2016 Q2	$19K	Hold	400	–	–	0.02%	272
2016 Q1	$18K	Hold	400	–	–	0.02%	273
2015 Q4	$18K	Hold	400	–	–	0.02%	270
2015 Q3	$18K	Hold	400	–	–	0.02%	272
2015 Q2	$19K	Hold	400	–	–	0.02%	289
2015 Q1	$20K	Hold	400	–	–	0.02%	277
2014 Q4	$19K	Buy	+400	New	+$18.1K	0.02%	277

Other funds holding IWP

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Brick & Kyle Associates's IWP Position: Q2 2017 in Review

Brick & Kyle Associates sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2017, closing a stake of 400 shares — an estimated $21K sold.

Brick & Kyle Associates first reported a position in IWP in Q4 2014 and held it in 10 quarters. The position peaked at $21K in Q1 2017. 409 funds tracked by Wall St. Rank hold IWP as of Q2 2017.

Brick & Kyle Associates reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 400 iShares Russell Mid-Cap Growth ETF shares in Q2 2017, an estimated $21K.
Brick & Kyle Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and held it in 10 quarters.
Brick & Kyle Associates's iShares Russell Mid-Cap Growth ETF position peaked at $21K in Q1 2017.
409 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.