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Epstein & White Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Epstein & White Financial’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
Q3 		– Sell
-3,344
Closed -$212K – 99
2018
Q2 		$212K Sell
3,344
-2,328
-41% -$147K 0.16% 100
2018
Q1 		$344K Sell
5,672
-33,236
-85% -$2.08M 0.22% 72
2017
Q4 		$2.48M Buy
+38,908
New +$2.29M 1.44% 17

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Epstein & White Financial's IWP Position: Q3 2018 in Review

Epstein & White Financial sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2018, closing a stake of 3,344 shares — an estimated $212K sold.

Epstein & White Financial first reported a position in IWP in Q4 2017 and held it in 3 quarters. The position peaked at $2.48M in Q4 2017. 509 funds tracked by Wall St. Rank hold IWP as of Q3 2018.

  • Epstein & White Financial reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Epstein & White Financial sold 3,344 iShares Russell Mid-Cap Growth ETF shares in Q3 2018, an estimated $212K.
  • Epstein & White Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and held it in 3 quarters.
  • Epstein & White Financial's iShares Russell Mid-Cap Growth ETF position peaked at $2.48M in Q4 2017.
  • 509 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2018.

Based on Epstein & White Financial's 13F filing for Q3 2018, filed 13 Nov 2018.