Cordasco Financial Network’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cordasco Financial Network’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 Q2	–	Sell	-218	Closed	-$11K	–	298
2015 Q1	$11K	Hold	218	–	–	0.01%	230
2014 Q4	$10K	Hold	218	–	–	0.01%	234
2014 Q3	$10K	Buy	+218	New	+$9.73K	0.01%	244

Other funds holding IWP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

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

TAIM

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

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

Cordasco Financial Network's IWP Position: Q2 2015 in Review

Cordasco Financial Network sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2015, closing a stake of 218 shares — an estimated $11K sold.

Cordasco Financial Network first reported a position in IWP in Q3 2014 and held it in 3 quarters. The position peaked at $11K in Q1 2015. 316 funds tracked by Wall St. Rank hold IWP as of Q2 2015.

Cordasco Financial Network reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2015 after selling out during the quarter.
Cordasco Financial Network sold 218 iShares Russell Mid-Cap Growth ETF shares in Q2 2015, an estimated $11K.
Cordasco Financial Network first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2014 and held it in 3 quarters.
Cordasco Financial Network's iShares Russell Mid-Cap Growth ETF position peaked at $11K in Q1 2015.
316 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2015.

Based on Cordasco Financial Network's 13F filing for Q2 2015, filed 11 Aug 2015.