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Drexel Morgan & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Drexel Morgan & Co’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
-6,900
Closed -$338K – 95
2015
Q1 		$338K Buy
+6,900
New +$329K 0.36% 73

Other funds holding IWP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Drexel Morgan & Co's IWP Position: Q2 2015 in Review

Drexel Morgan & Co sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2015, closing a stake of 6,900 shares — an estimated $338K sold.

Drexel Morgan & Co first reported a position in IWP in Q1 2015 and held it in 1 quarter. The position peaked at $338K in Q1 2015. 316 funds tracked by Wall St. Rank hold IWP as of Q2 2015.

  • Drexel Morgan & Co reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2015 after selling out during the quarter.
  • Drexel Morgan & Co sold 6,900 iShares Russell Mid-Cap Growth ETF shares in Q2 2015, an estimated $338K.
  • Drexel Morgan & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2015 and held it in 1 quarter.
  • Drexel Morgan & Co's iShares Russell Mid-Cap Growth ETF position peaked at $338K in Q1 2015.
  • 316 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2015.

Based on Drexel Morgan & Co's 13F filing for Q2 2015, filed 11 Aug 2015.