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

Bridgeworth’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
Q3 		– Sell
-402
Closed -$25K – 331
2018
Q2 		$25K Buy
+402
New +$25.3K 0.01% 356

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bridgeworth's IWP Position: Q3 2018 in Review

Bridgeworth sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2018, closing a stake of 402 shares — an estimated $25K sold.

Bridgeworth first reported a position in IWP in Q2 2018 and held it in 1 quarter. The position peaked at $25K in Q2 2018. 509 funds tracked by Wall St. Rank hold IWP as of Q3 2018.

  • Bridgeworth reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 402 iShares Russell Mid-Cap Growth ETF shares in Q3 2018, an estimated $25K.
  • Bridgeworth first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's iShares Russell Mid-Cap Growth ETF position peaked at $25K in Q2 2018.
  • 509 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.