Copper Rock Capital Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Copper Rock Capital Partners’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
2014 Q3	–	Sell	-1,510	Closed	-$68K	–	94
2014 Q2	$68K	Sell	1,510 -29,682	-95%	-$1.28M	0.01%	116
2014 Q1	$1.34M	Buy	31,192 +2,592	+9%	+$110K	0.13%	149
2013 Q4	$1.21M	Buy	28,600 +23,888	+507%	+$966K	0.12%	158
2013 Q3	$184K	Sell	4,712 -21,006	-82%	-$801K	0.02%	167
2013 Q2	$923K	Buy	+25,718	New	+$919K	0.1%	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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

TAIM

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Copper Rock Capital Partners's IWP Position: Q3 2014 in Review

Copper Rock Capital Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2014, closing a stake of 1,510 shares — an estimated $68K sold.

Copper Rock Capital Partners first reported a position in IWP in Q2 2013 and held it in 5 quarters. The position peaked at $1.34M in Q1 2014. 277 funds tracked by Wall St. Rank hold IWP as of Q3 2014.

Copper Rock Capital Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2014 after selling out during the quarter.
Copper Rock Capital Partners sold 1,510 iShares Russell Mid-Cap Growth ETF shares in Q3 2014, an estimated $68K.
Copper Rock Capital Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 5 quarters.
Copper Rock Capital Partners's iShares Russell Mid-Cap Growth ETF position peaked at $1.34M in Q1 2014.
277 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2014.

Based on Copper Rock Capital Partners's 13F filing for Q3 2014, filed 7 Oct 2014.