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Cornerstone Advisors (Washington)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cornerstone Advisors (Washington)’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
2019
Q1 		– Sell
-200
Closed -$11K – 1364
2018
Q4 		$11K Hold
200
– – ﹤0.01% 623
2018
Q3 		$14K Buy
+200
New +$13.3K 0.01% 582

Other funds holding IWP

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Cornerstone Advisors (Washington)'s IWP Position: Q1 2019 in Review

Cornerstone Advisors (Washington) sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2019, closing a stake of 200 shares — an estimated $11K sold.

Cornerstone Advisors (Washington) first reported a position in IWP in Q3 2018 and held it in 2 quarters. The position peaked at $14K in Q3 2018. 574 funds tracked by Wall St. Rank hold IWP as of Q1 2019.

  • Cornerstone Advisors (Washington) reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 200 iShares Russell Mid-Cap Growth ETF shares in Q1 2019, an estimated $11K.
  • Cornerstone Advisors (Washington) first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2018 and held it in 2 quarters.
  • Cornerstone Advisors (Washington)'s iShares Russell Mid-Cap Growth ETF position peaked at $14K in Q3 2018.
  • 574 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q1 2019, filed 2 May 2019.