HCM
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Horrell Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Horrell Capital 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
2015
Q2 		– Sell
-4,848
Closed -$237K – 257
2015
Q1 		$237K Buy
4,848
+168
+4% +$8.02K 0.1% 102
2014
Q4 		$218K Buy
4,680
+440
+10% +$19.9K 0.1% 100
2014
Q3 		$187K Buy
4,240
+300
+8% +$13.4K 0.09% 110
2014
Q2 		$176K Sell
3,940
-264
-6% -$11.3K 0.08% 118
2014
Q1 		$180K Buy
4,204
+1,736
+70% +$73.9K 0.09% 114
2013
Q4 		$104K Buy
2,468
+280
+13% +$11.3K 0.05% 133
2013
Q3 		$86K Buy
2,188
+1,890
+634% +$72.1K 0.05% 144
2013
Q2 		$11K Buy
+298
New +$10.7K 0.01% 229

Other funds holding IWP

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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $564B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return