CCWA
IWP icon

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2015
Q4 		– Sell
-26,534
Closed -$1.18M – 116
2015
Q3 		$1.18M Buy
+26,534
New +$1.26M 0.22% 68

Other funds holding IWP

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
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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IWP Position: Q4 2015 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2015, closing a stake of 26,534 shares — an estimated $1.18M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IWP in Q3 2015 and held it in 1 quarter. The position peaked at $1.18M in Q3 2015. 370 funds tracked by Wall St. Rank hold IWP as of Q4 2015.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2015 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 26,534 iShares Russell Mid-Cap Growth ETF shares in Q4 2015, an estimated $1.18M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2015 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.18M in Q3 2015.
  • 370 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2015.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.