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

Guidant Wealth 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
2019 Q3	$3.23M	Sell	45,696 -92	-0.2%	-$6.61K	1.2%	27
2019 Q2	$3.26M	Sell	45,788 -1,410	-3%	-$98.1K	1.26%	27
2019 Q1	$3.2M	Sell	47,198 -268	-0.6%	-$17.2K	1.25%	27
2018 Q4	$2.7M	Sell	47,466 -93,570	-66%	-$5.69M	1.26%	27
2018 Q3	$11M	Sell	141,036 -836	-0.6%	-$55.6K	4.6%	9
2018 Q2	$10.7M	Sell	141,872 -480	-0.3%	-$30.2K	4.65%	9
2018 Q1	$9.82M	Sell	142,352 -268	-0.2%	-$16.7K	4.44%	9
2017 Q4	$10.3M	Buy	142,620 +92,450	+184%	+$5.43M	4.59%	6
2017 Q3	$2.88M	Sell	50,170 -716	-1%	-$39.3K	2.04%	15
2017 Q2	$2.75M	Sell	50,886 -7,184	-12%	-$382K	1.42%	24
2017 Q1	$2.97M	Sell	58,070 -11,586	-17%	-$592K	1.56%	25
2016 Q4	$3.48M	Sell	69,656 -31,090	-31%	-$1.5M	1.97%	18
2016 Q3	$4.86M	Buy	+100,746	New	+$4.89M	2.99%	11

Other funds holding IWP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Guidant Wealth Advisors's IWP Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.2% in Q3 2019, selling an estimated $6.61K and leaving 45,696 shares worth $3.23M. The position accounts for 1.2% of the portfolio, ranked #27.

Guidant Wealth Advisors first reported a position in IWP in Q3 2016 and has held it in 13 quarters since. The position peaked at $11M in Q3 2018. 582 funds tracked by Wall St. Rank hold IWP as of Q3 2019.

Guidant Wealth Advisors held 45,696 shares of iShares Russell Mid-Cap Growth ETF worth $3.23M as of Q3 2019.
Guidant Wealth Advisors sold 92 iShares Russell Mid-Cap Growth ETF shares in Q3 2019, an estimated $6.61K.
iShares Russell Mid-Cap Growth ETF made up 1.2% of Guidant Wealth Advisors's portfolio in Q3 2019, its #27 holding.
Guidant Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $11M in Q3 2018.
582 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.