HC
IWP icon

HHG & Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

HHG & Company’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 		$1.22M Sell
26,422
-830
-3% -$35.8K 0.34% 88
2015
Q4 		$1.25M Buy
27,252
+2
+0% +$93 0.34% 81
2015
Q3 		$1.21M Hold
27,250
– – 0.37% 79
2015
Q2 		$1.32M Buy
27,250
+202
+0.7% +$9.97K 0.38% 77
2015
Q1 		$1.32M Buy
27,048
+1,532
+6% +$73.1K 0.35% 80
2014
Q4 		$1.19M Buy
25,516
+2,544
+11% +$115K 0.28% 93
2014
Q3 		$1.01M Hold
22,972
– – 0.33% 85
2014
Q2 		$1.03M Buy
22,972
+2
+0% +$86 0.34% 98
2014
Q1 		$984K Buy
22,970
+6,800
+42% +$289K 0.34% 101
2013
Q4 		$682K Buy
16,170
+6,240
+63% +$252K 0.25% 109
2013
Q3 		$388K Hold
9,930
– – 0.16% 132
2013
Q2 		$356K Buy
+9,930
New +$355K 0.14% 132

Other funds holding IWP

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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return