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Financial Advantage’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Financial Advantage’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
Q1 		– Sell
-358
Closed -$15K – 163
2013
Q4 		$15K Buy
+358
New +$14.5K 0.01% 118

Other funds holding IWP

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
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $71.6B AUM 21.08% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Financial Advantage's IWP Position: Q1 2014 in Review

Financial Advantage sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2014, closing a stake of 358 shares — an estimated $15K sold.

Financial Advantage first reported a position in IWP in Q4 2013 and held it in 1 quarter. The position peaked at $15K in Q4 2013. 284 funds tracked by Wall St. Rank hold IWP as of Q1 2014.

  • Financial Advantage reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Financial Advantage sold 358 iShares Russell Mid-Cap Growth ETF shares in Q1 2014, an estimated $15K.
  • Financial Advantage first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and held it in 1 quarter.
  • Financial Advantage's iShares Russell Mid-Cap Growth ETF position peaked at $15K in Q4 2013.
  • 284 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2014.

Based on Financial Advantage's 13F filing for Q1 2014, filed 9 May 2014.