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

Camarda Financial 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
2016 Q1	–	Sell	-5,826	Closed	-$268K	–	283
2015 Q4	$268K	Buy	+5,826	New	+$271K	0.16%	82
2015 Q2	–	Sell	-56	Closed	-$3K	–	244
2015 Q1	$3K	Hold	56	–	–	﹤0.01%	219
2014 Q4	$3K	Hold	56	–	–	﹤0.01%	237
2014 Q3	$2K	Hold	56	–	–	﹤0.01%	194
2014 Q2	$3K	Hold	56	–	–	﹤0.01%	192
2014 Q1	$2K	Hold	56	–	–	﹤0.01%	178
2013 Q4	$2K	Buy	+56	New	+$2.26K	﹤0.01%	161

Other funds holding IWP

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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

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

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

TAIM

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

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

Camarda Financial Advisors's IWP Position: Q1 2016 in Review

Camarda Financial Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2016, closing a stake of 5,826 shares — an estimated $268K sold.

Camarda Financial Advisors first reported a position in IWP in Q4 2013 and held it in 7 quarters. The position peaked at $268K in Q4 2015. 356 funds tracked by Wall St. Rank hold IWP as of Q1 2016.

Camarda Financial Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2016 after selling out during the quarter.
Camarda Financial Advisors sold 5,826 iShares Russell Mid-Cap Growth ETF shares in Q1 2016, an estimated $268K.
Camarda Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and held it in 7 quarters.
Camarda Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $268K in Q4 2015.
356 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2016.

Based on Camarda Financial Advisors's 13F filing for Q1 2016, filed 17 May 2016.