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HL Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

HL Financial Services’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
Q1 		$2.13M Sell
31,430
-4,790
-13% -$308K 0.03% 278
2018
Q4 		$2.06M Sell
36,220
-3,942
-10% -$240K 0.04% 265
2018
Q3 		$2.72M Sell
40,162
-190
-0.5% -$12.6K 0.04% 252
2018
Q2 		$2.56M Sell
40,352
-3,350
-8% -$211K 0.04% 250
2018
Q1 		$2.69M Buy
+43,702
New +$2.73M 0.05% 221
2017
Q4 		– Sell
-30,776
Closed -$1.74M – 666
2017
Q3 		$1.74M Sell
30,776
-2,692
-8% -$148K 0.03% 266
2017
Q2 		$1.81M Buy
33,468
+2,170
+7% +$115K 0.04% 252
2017
Q1 		$1.62M Sell
31,298
-4,360
-12% -$223K 0.03% 260
2016
Q4 		$1.74M Buy
35,658
+360
+1% +$17.4K 0.04% 250
2016
Q3 		$1.72M Sell
35,298
-342
-1% -$16.6K 0.04% 249
2016
Q2 		$1.67M Sell
35,640
-4,656
-12% -$215K 0.04% 248
2016
Q1 		$1.86M Sell
40,296
-4,100
-9% -$177K 0.05% 221
2015
Q4 		$2.04M Sell
44,396
-15,400
-26% -$716K 0.05% 203
2015
Q3 		$2.65M Buy
59,796
+18,656
+45% +$885K 0.07% 161
2015
Q2 		$1.99M Sell
41,140
-25,592
-38% -$1.26M 0.05% 196
2015
Q1 		$3.27M Sell
66,732
-107,604
-62% -$5.14M 0.09% 148
2014
Q4 		$8.13M Sell
174,336
-1,376
-0.8% -$62.2K 0.22% 67
2014
Q3 		$7.76M Sell
175,712
-2,334
-1% -$104K 0.23% 67
2014
Q2 		$7.97M Sell
178,046
-31,314
-15% -$1.35M 0.23% 68
2014
Q1 		$8.98M Buy
209,360
+6,784
+3% +$289K 0.27% 63
2013
Q4 		$8.54M Sell
202,576
-508
-0.3% -$20.5K 0.26% 69
2013
Q3 		$7.94M Buy
203,084
+15,144
+8% +$577K 0.28% 67
2013
Q2 		$6.74M Buy
+187,940
New +$6.72M 0.25% 71

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

HL Financial Services's IWP Position: Q1 2019 in Review

HL Financial Services reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 13% in Q1 2019, selling an estimated $308K and leaving 31,430 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #278.

HL Financial Services first reported a position in IWP in Q2 2013 and has held it in 23 quarters since. The position peaked at $8.98M in Q1 2014. 575 funds tracked by Wall St. Rank hold IWP as of Q1 2019.

  • HL Financial Services held 31,430 shares of iShares Russell Mid-Cap Growth ETF worth $2.13M as of Q1 2019.
  • HL Financial Services sold 4,790 iShares Russell Mid-Cap Growth ETF shares in Q1 2019, an estimated $308K.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of HL Financial Services's portfolio in Q1 2019, its #278 holding.
  • HL Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 23 quarters since.
  • HL Financial Services's iShares Russell Mid-Cap Growth ETF position peaked at $8.98M in Q1 2014.
  • 575 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.