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Denver Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Denver Investment 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
Q1 		$777K Hold
12,640
– – 0.04% 263
2017
Q4 		$762K Buy
+12,640
New +$743K 0.04% 260

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
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
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 $79.5B AUM 27.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Denver Investment Advisors's IWP Position: Q1 2018 in Review

Denver Investment Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2018 at 12,640 shares worth $777K. The position accounts for 0.04% of the portfolio, ranked #263.

Denver Investment Advisors first reported a position in IWP in Q4 2017 and has held it in 2 quarters since. 493 funds tracked by Wall St. Rank hold IWP as of Q1 2018.

  • Denver Investment Advisors held 12,640 shares of iShares Russell Mid-Cap Growth ETF worth $777K as of Q1 2018.
  • Denver Investment Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2018.
  • iShares Russell Mid-Cap Growth ETF made up 0.04% of Denver Investment Advisors's portfolio in Q1 2018, its #263 holding.
  • Denver Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 2 quarters since.
  • 493 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2018.

Based on Denver Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.