Independent Portfolio Consultants’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Independent Portfolio Consultants’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
2016 Q4	–	Sell	-3,530	Closed	-$172K	–	839
2016 Q3	$172K	Buy	3,530 +2,520	+250%	+$122K	0.05%	363
2016 Q2	$47K	Sell	1,010 -350	-26%	-$16.2K	0.01%	556
2016 Q1	$63K	Sell	1,360 -3,396	-71%	-$147K	0.02%	542
2015 Q4	$219K	Sell	4,756 -11,850	-71%	-$551K	0.07%	322
2015 Q3	$736K	Buy	16,606 +4,710	+40%	+$223K	0.16%	176
2015 Q2	$576K	Buy	11,896 +4,770	+67%	+$235K	0.12%	235
2015 Q1	$349K	Sell	7,126 -6,490	-48%	-$310K	0.07%	288
2014 Q4	$635K	Sell	13,616 -15,290	-53%	-$691K	0.13%	219
2014 Q3	$1.28M	Buy	28,906 +24,150	+508%	+$1.08M	0.34%	67
2014 Q2	$213K	Sell	4,756 -13,320	-74%	-$573K	0.06%	432
2014 Q1	$775K	Buy	+18,076	New	+$769K	0.25%	123

Other funds holding IWP

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

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

Independent Portfolio Consultants's IWP Position: Q4 2016 in Review

Independent Portfolio Consultants sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2016, closing a stake of 3,530 shares — an estimated $172K sold.

Independent Portfolio Consultants first reported a position in IWP in Q1 2014 and held it in 11 quarters. The position peaked at $1.28M in Q3 2014. 407 funds tracked by Wall St. Rank hold IWP as of Q4 2016.

Independent Portfolio Consultants reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2016 after selling out during the quarter.
Independent Portfolio Consultants sold 3,530 iShares Russell Mid-Cap Growth ETF shares in Q4 2016, an estimated $172K.
Independent Portfolio Consultants first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2014 and held it in 11 quarters.
Independent Portfolio Consultants's iShares Russell Mid-Cap Growth ETF position peaked at $1.28M in Q3 2014.
407 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2016.

Based on Independent Portfolio Consultants's 13F filing for Q4 2016, filed 12 Jan 2017.