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

Clarfeld 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
2018 Q4	$42K	Buy	+732	New	+$44.5K	0.03%	111

Other funds holding IWP

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Clarfeld Financial Advisors's IWP Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2018: 732 shares worth $42K. The stake represents 0.03% of the portfolio and ranks #111 among its holdings.

528 funds tracked by Wall St. Rank hold IWP as of Q4 2018.

Clarfeld Financial Advisors held 732 shares of iShares Russell Mid-Cap Growth ETF worth $42K as of Q4 2018.
iShares Russell Mid-Cap Growth ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #111 holding.
528 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.