First Heartland Consultants’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

First Heartland Consultants’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
2017 Q4	–	Sell	-23,572	Closed	-$1.33M	–	300
2017 Q3	$1.33M	Buy	+23,572	New	+$1.29M	0.32%	86
2013 Q3	–	Sell	-244	Closed	-$9K	–	299
2013 Q2	$9K	Buy	+244	New	+$8.72K	0.01%	354

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

First Heartland Consultants's IWP Position: Q4 2017 in Review

First Heartland Consultants sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2017, closing a stake of 23,572 shares — an estimated $1.33M sold.

First Heartland Consultants first reported a position in IWP in Q2 2013 and held it in 2 quarters. The position peaked at $1.33M in Q3 2017. 481 funds tracked by Wall St. Rank hold IWP as of Q4 2017.

First Heartland Consultants reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
First Heartland Consultants sold 23,572 iShares Russell Mid-Cap Growth ETF shares in Q4 2017, an estimated $1.33M.
First Heartland Consultants first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 2 quarters.
First Heartland Consultants's iShares Russell Mid-Cap Growth ETF position peaked at $1.33M in Q3 2017.
481 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2017.

Based on First Heartland Consultants's 13F filing for Q4 2017, filed 26 Feb 2018.