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First Personal Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

First Personal Financial Services’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
Q1 		– Sell
-6
Closed – – 1052
2017
Q4 		$0 Buy
+6
New +$353 ﹤0.01% 997

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Bank of America
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Morgan Stanley
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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Personal Financial Services's IWP Position: Q1 2018 in Review

First Personal Financial Services sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2018, closing a stake of 6 shares.

First Personal Financial Services first reported a position in IWP in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 492 funds tracked by Wall St. Rank hold IWP as of Q1 2018.

  • First Personal Financial Services reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • First Personal Financial Services sold 6 iShares Russell Mid-Cap Growth ETF shares in Q1 2018.
  • First Personal Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and held it in 1 quarter.
  • First Personal Financial Services's iShares Russell Mid-Cap Growth ETF position peaked at $0 in Q4 2017.
  • 492 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2018.

Based on First Personal Financial Services's 13F filing for Q1 2018, filed 10 May 2018.