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Dubuque Bank & Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Dubuque Bank & Trust’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
Q3 		– Sell
-422
Closed -$20K – 614
2015
Q2 		$20K Buy
+422
New +$20.8K ﹤0.01% 399

Other funds holding IWP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dubuque Bank & Trust's IWP Position: Q3 2015 in Review

Dubuque Bank & Trust sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2015, closing a stake of 422 shares — an estimated $20K sold.

Dubuque Bank & Trust first reported a position in IWP in Q2 2015 and held it in 1 quarter. The position peaked at $20K in Q2 2015. 321 funds tracked by Wall St. Rank hold IWP as of Q3 2015.

  • Dubuque Bank & Trust reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2015 after selling out during the quarter.
  • Dubuque Bank & Trust sold 422 iShares Russell Mid-Cap Growth ETF shares in Q3 2015, an estimated $20K.
  • Dubuque Bank & Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2015 and held it in 1 quarter.
  • Dubuque Bank & Trust's iShares Russell Mid-Cap Growth ETF position peaked at $20K in Q2 2015.
  • 321 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2015.

Based on Dubuque Bank & Trust's 13F filing for Q3 2015, filed 13 Nov 2015.