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Hefty Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Hefty Wealth Partners’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
Q3 		– Sell
-27,874
Closed -$1.3M – 249
2016
Q2 		$1.3M Sell
27,874
-3,946
-12% -$183K 1.08% 33
2016
Q1 		$1.47M Sell
31,820
-72,822
-70% -$3.15M 1.37% 26
2015
Q4 		$4.81M Buy
+104,642
New +$4.87M 4.58% 3

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hefty Wealth Partners's IWP Position: Q3 2016 in Review

Hefty Wealth Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2016, closing a stake of 27,874 shares — an estimated $1.3M sold.

Hefty Wealth Partners first reported a position in IWP in Q4 2015 and held it in 3 quarters. The position peaked at $4.81M in Q4 2015. 365 funds tracked by Wall St. Rank hold IWP as of Q3 2016.

  • Hefty Wealth Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 27,874 iShares Russell Mid-Cap Growth ETF shares in Q3 2016, an estimated $1.3M.
  • Hefty Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and held it in 3 quarters.
  • Hefty Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $4.81M in Q4 2015.
  • 365 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2016.

Based on Hefty Wealth Partners's 13F filing for Q3 2016, filed 5 Oct 2016.