CFA
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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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return