Gupta Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Gupta Wealth Management’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
2016 Q1	$136K	Hold	2,950	–	–	0.03%	287
2015 Q4	$136K	Hold	2,950	–	–	0.03%	290
2015 Q3	$131K	Hold	2,950	–	–	0.03%	307
2015 Q2	$143K	Buy	2,950 +902	+44%	+$44.5K	0.04%	296
2015 Q1	$100K	Buy	+2,048	New	+$97.7K	0.03%	304

Other funds holding IWP

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gupta Wealth Management's IWP Position: Q1 2016 in Review

Gupta Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2016 at 2,950 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #287.

Gupta Wealth Management first reported a position in IWP in Q1 2015 and has held it in 5 quarters since. The position peaked at $143K in Q2 2015. 356 funds tracked by Wall St. Rank hold IWP as of Q1 2016.

Gupta Wealth Management held 2,950 shares of iShares Russell Mid-Cap Growth ETF worth $136K as of Q1 2016.
Gupta Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2016.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #287 holding.
Gupta Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $143K in Q2 2015.
356 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.