Corbenic Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Corbenic 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
2017 Q4	–	Sell	-512	Closed	-$29K	–	218
2017 Q3	$29K	Hold	512	–	–	0.04%	89
2017 Q2	$28K	Hold	512	–	–	0.04%	87
2017 Q1	$27K	Hold	512	–	–	0.03%	93
2016 Q4	$25K	Hold	512	–	–	0.03%	94
2016 Q3	$25K	Hold	512	–	–	0.03%	92
2016 Q2	$24K	Hold	512	–	–	0.02%	92
2016 Q1	$24K	Hold	512	–	–	0.02%	90
2015 Q4	$24K	Hold	512	–	–	0.02%	95
2015 Q3	$23K	Buy	+512	New	+$24.3K	0.02%	84
2013 Q4	–	Sell	-66	Closed	-$3K	–	109
2013 Q3	$3K	Buy	+66	New	+$2.52K	﹤0.01%	89

Other funds holding IWP

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

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIBC Private Wealth Group

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