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

Geneva Advisors’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 		$233K Buy
4,312
+452
+12% +$24.1K ﹤0.01% 655
2017
Q1 		$200K Buy
+3,860
New +$197K ﹤0.01% 686

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Geneva Advisors's IWP Position: Q2 2017 in Review

Geneva Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 12% in Q2 2017, buying an estimated $24.1K and bringing the position to 4,312 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Geneva Advisors first reported a position in IWP in Q1 2017 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold IWP as of Q2 2017.

  • Geneva Advisors held 4,312 shares of iShares Russell Mid-Cap Growth ETF worth $233K as of Q2 2017.
  • Geneva Advisors bought 452 iShares Russell Mid-Cap Growth ETF shares in Q2 2017, an estimated $24.1K.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Geneva Advisors's portfolio in Q2 2017, its #655 holding.
  • Geneva Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2017 and has held it in 2 quarters since.
  • 409 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.