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

IFC Holdings’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
2018 Q1	–	Sell	-6,210	Closed	-$374K	–	214
2017 Q4	$374K	Buy	6,210 +1,674	+37%	+$98.4K	0.03%	355
2017 Q3	$255K	Buy	4,536 +584	+15%	+$32K	0.02%	426
2017 Q2	$214K	Buy	+3,952	New	+$210K	0.02%	449
2016 Q3	–	Sell	-4,474	Closed	-$211K	–	416
2016 Q2	$211K	Hold	4,474	–	–	0.02%	348
2016 Q1	$208K	Buy	+4,474	New	+$193K	0.03%	342
2013 Q4	–	Sell	-5,210	Closed	-$205K	–	345
2013 Q3	$205K	Buy	+5,210	New	+$199K	0.04%	314

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

IFC Holdings's IWP Position: Q1 2018 in Review

IFC Holdings sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2018, closing a stake of 6,210 shares — an estimated $374K sold.

IFC Holdings first reported a position in IWP in Q3 2013 and held it in 6 quarters. The position peaked at $374K in Q4 2017. 492 funds tracked by Wall St. Rank hold IWP as of Q1 2018.

IFC Holdings reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 6,210 iShares Russell Mid-Cap Growth ETF shares in Q1 2018, an estimated $374K.
IFC Holdings first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2013 and held it in 6 quarters.
IFC Holdings's iShares Russell Mid-Cap Growth ETF position peaked at $374K in Q4 2017.
492 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.