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

Intellectus Partners’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 Q2	–	Sell	-58	Closed	-$4K	–	296
2019 Q1	$4K	Buy	+58	New	+$3.72K	﹤0.01%	406
2018 Q4	–	Sell	-58	Closed	-$4K	–	401
2018 Q3	$4K	Hold	58	–	–	﹤0.01%	538
2018 Q2	$4K	Hold	58	–	–	﹤0.01%	544
2018 Q1	$4K	Hold	58	–	–	﹤0.01%	547
2017 Q4	$3K	Hold	58	–	–	﹤0.01%	570
2017 Q3	$3K	Hold	58	–	–	﹤0.01%	717
2017 Q2	$3K	Hold	58	–	–	﹤0.01%	703
2017 Q1	$3K	Hold	58	–	–	﹤0.01%	633
2016 Q4	$3K	Buy	+58	New	+$2.8K	﹤0.01%	634

Other funds holding IWP

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

Intellectus Partners's IWP Position: Q2 2019 in Review

Intellectus Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2019, closing a stake of 58 shares — an estimated $4K sold.

Intellectus Partners first reported a position in IWP in Q4 2016 and held it in 9 quarters. The position peaked at $4K in Q1 2019. 590 funds tracked by Wall St. Rank hold IWP as of Q2 2019.

Intellectus Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
Intellectus Partners sold 58 iShares Russell Mid-Cap Growth ETF shares in Q2 2019, an estimated $4K.
Intellectus Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and held it in 9 quarters.
Intellectus Partners's iShares Russell Mid-Cap Growth ETF position peaked at $4K in Q1 2019.
590 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.