Franklin, Parlapiano, Turner & Welch’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Franklin, Parlapiano, Turner & Welch’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 Q2	–	Sell	-722	Closed	-$37K	–	82
2017 Q1	$37K	Hold	722	–	–	0.02%	84
2016 Q4	$35K	Hold	722	–	–	0.02%	82
2016 Q3	$35K	Hold	722	–	–	0.02%	82
2016 Q2	$34K	Hold	722	–	–	0.02%	77
2016 Q1	$33K	Hold	722	–	–	0.02%	76
2015 Q4	$33K	Hold	722	–	–	0.02%	77
2015 Q3	$32K	Buy	+722	New	+$34.2K	0.02%	68

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Franklin, Parlapiano, Turner & Welch's IWP Position: Q2 2017 in Review

Franklin, Parlapiano, Turner & Welch sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2017, closing a stake of 722 shares — an estimated $37K sold.

Franklin, Parlapiano, Turner & Welch first reported a position in IWP in Q3 2015 and held it in 7 quarters. The position peaked at $37K in Q1 2017. 409 funds tracked by Wall St. Rank hold IWP as of Q2 2017.

Franklin, Parlapiano, Turner & Welch reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2017 after selling out during the quarter.
Franklin, Parlapiano, Turner & Welch sold 722 iShares Russell Mid-Cap Growth ETF shares in Q2 2017, an estimated $37K.
Franklin, Parlapiano, Turner & Welch first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2015 and held it in 7 quarters.
Franklin, Parlapiano, Turner & Welch's iShares Russell Mid-Cap Growth ETF position peaked at $37K in Q1 2017.
409 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2017.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2017, filed 17 Jul 2017.