IberiaBank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

IberiaBank’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	–	Sell	-3,646	Closed	-$207K	–	262
2018 Q4	$207K	Buy	3,646 +318	+10%	+$19.3K	0.03%	234
2018 Q3	$226K	Hold	3,328	–	–	0.03%	265
2018 Q2	$211K	Hold	3,328	–	–	0.04%	204
2018 Q1	$205K	Buy	+3,328	New	+$208K	0.04%	204
2017 Q1	–	Sell	-7,400	Closed	-$360K	–	180
2016 Q4	$360K	Hold	7,400	–	–	0.13%	121
2016 Q3	$360K	Hold	7,400	–	–	0.15%	103
2016 Q2	$346K	Hold	7,400	–	–	0.15%	113
2016 Q1	$341K	Hold	7,400	–	–	0.16%	106
2015 Q4	$340K	Hold	7,400	–	–	0.15%	110
2015 Q3	$328K	Hold	7,400	–	–	0.17%	109
2015 Q2	$358K	Hold	7,400	–	–	0.16%	106
2015 Q1	$362K	Hold	7,400	–	–	0.16%	112
2014 Q4	$345K	Hold	7,400	–	–	0.19%	105
2014 Q3	$327K	Hold	7,400	–	–	0.18%	102
2014 Q2	$331K	Hold	7,400	–	–	0.18%	106
2014 Q1	$317K	Hold	7,400	–	–	0.2%	104
2013 Q4	$312K	Sell	7,400 -340	-4%	-$13.7K	0.2%	106
2013 Q3	$303K	Buy	7,740 +340	+5%	+$13K	0.2%	118
2013 Q2	$265K	Buy	+7,400	New	+$265K	0.2%	119

Other funds holding IWP

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

IberiaBank's IWP Position: Q1 2019 in Review

IberiaBank sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2019, closing a stake of 3,646 shares — an estimated $207K sold.

IberiaBank first reported a position in IWP in Q2 2013 and held it in 19 quarters. The position peaked at $362K in Q1 2015. 575 funds tracked by Wall St. Rank hold IWP as of Q1 2019.

IberiaBank reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
IberiaBank sold 3,646 iShares Russell Mid-Cap Growth ETF shares in Q1 2019, an estimated $207K.
IberiaBank first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 19 quarters.
IberiaBank's iShares Russell Mid-Cap Growth ETF position peaked at $362K in Q1 2015.
575 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2019.

Based on IberiaBank's 13F filing for Q1 2019, filed 22 Apr 2019.