Ceros Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ceros Financial Services’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
2019 Q1	$31.5M	Buy	+464,428	New	+$29.8M	9.97%	2

Other funds holding IWP

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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 $71.6B AUM 21.08% 1-Year Est. Return

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

Ceros Financial Services's IWP Position: Q1 2019 in Review

Ceros Financial Services opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2019: 464,428 shares worth $31.5M. The stake represents 9.97% of the portfolio and ranks #2 among its holdings.

574 funds tracked by Wall St. Rank hold IWP as of Q1 2019.

Ceros Financial Services held 464,428 shares of iShares Russell Mid-Cap Growth ETF worth $31.5M as of Q1 2019.
iShares Russell Mid-Cap Growth ETF was a new Ceros Financial Services position in Q1 2019.
iShares Russell Mid-Cap Growth ETF made up 9.97% of Ceros Financial Services's portfolio in Q1 2019, its #2 holding.
574 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2019.

Based on Ceros Financial Services's 13F filing for Q1 2019, filed 3 May 2019.