EWM
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Elite Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Elite Wealth Management’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
2014
Q3 		– Sell
-132
Closed -$6K – 683
2014
Q2 		$6K Sell
132
-370
-74% -$15.9K 0.01% 279
2014
Q1 		$22K Buy
+502
New +$21.4K 0.02% 184

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Elite Wealth Management's IWP Position: Q3 2014 in Review

Elite Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2014, closing a stake of 132 shares — an estimated $6K sold.

Elite Wealth Management first reported a position in IWP in Q1 2014 and held it in 2 quarters. The position peaked at $22K in Q1 2014. 277 funds tracked by Wall St. Rank hold IWP as of Q3 2014.

  • Elite Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2014 after selling out during the quarter.
  • Elite Wealth Management sold 132 iShares Russell Mid-Cap Growth ETF shares in Q3 2014, an estimated $6K.
  • Elite Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2014 and held it in 2 quarters.
  • Elite Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $22K in Q1 2014.
  • 277 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2014.

Based on Elite Wealth Management's 13F filing for Q3 2014, filed 23 Nov 2016.