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

FolioMetrix’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
2015 Q2	$6.47M	Buy	136,646 +39,344	+40%	+$1.94M	2.71%	5
2015 Q1	$4.76M	Sell	97,302 -23,644	-20%	-$1.13M	2.4%	12
2014 Q4	$5.59M	Buy	+120,946	New	+$5.47M	3.96%	1

Other funds holding IWP

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

FolioMetrix's IWP Position: Q2 2015 in Review

FolioMetrix increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 40% in Q2 2015, buying an estimated $1.94M and bringing the position to 136,646 shares worth $6.47M. The position accounts for 2.71% of the portfolio, ranked #5.

FolioMetrix first reported a position in IWP in Q4 2014 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold IWP as of Q2 2015.

FolioMetrix held 136,646 shares of iShares Russell Mid-Cap Growth ETF worth $6.47M as of Q2 2015.
FolioMetrix bought 39,344 iShares Russell Mid-Cap Growth ETF shares in Q2 2015, an estimated $1.94M.
iShares Russell Mid-Cap Growth ETF made up 2.71% of FolioMetrix's portfolio in Q2 2015, its #5 holding.
FolioMetrix first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and has held it in 3 quarters since.
316 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.