Hoertkorn Richard Charles’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Hoertkorn Richard Charles’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
2017 Q3	–	Sell	-2,264	Closed	-$122K	–	92
2017 Q2	$122K	Hold	2,264	–	–	0.08%	50
2017 Q1	$118K	Hold	2,264	–	–	0.08%	51
2016 Q4	$110K	Hold	2,264	–	–	0.08%	51
2016 Q3	$110K	Hold	2,264	–	–	0.09%	52
2016 Q2	$106K	Hold	2,264	–	–	0.08%	54
2016 Q1	$104K	Hold	2,264	–	–	0.08%	55
2015 Q4	$104K	Sell	2,264 -186	-8%	-$8.65K	0.08%	59
2015 Q3	$109K	Buy	+2,450	New	+$116K	0.09%	56

Other funds holding IWP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Hoertkorn Richard Charles's IWP Position: Q3 2017 in Review

Hoertkorn Richard Charles sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2017, closing a stake of 2,264 shares — an estimated $122K sold.

Hoertkorn Richard Charles first reported a position in IWP in Q3 2015 and held it in 8 quarters. The position peaked at $122K in Q2 2017. 426 funds tracked by Wall St. Rank hold IWP as of Q3 2017.

Hoertkorn Richard Charles reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2017 after selling out during the quarter.
Hoertkorn Richard Charles sold 2,264 iShares Russell Mid-Cap Growth ETF shares in Q3 2017, an estimated $122K.
Hoertkorn Richard Charles first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2015 and held it in 8 quarters.
Hoertkorn Richard Charles's iShares Russell Mid-Cap Growth ETF position peaked at $122K in Q2 2017.
426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2017.

Based on Hoertkorn Richard Charles's 13F filing for Q3 2017, filed 27 Oct 2017.