Investment Centers of America’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Investment Centers of America’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
2017 Q4	–	Sell	-14,662	Closed	-$832K	–	249
2017 Q3	$832K	Buy	14,662 +934	+7%	+$51.2K	0.06%	249
2017 Q2	$742K	Sell	13,728 -2,836	-17%	-$151K	0.06%	277
2017 Q1	$863K	Sell	16,564 -2,586	-14%	-$132K	0.07%	258
2016 Q4	$930K	Buy	19,150 +2,440	+15%	+$118K	0.08%	227
2016 Q3	$811K	Buy	16,710 +1,502	+10%	+$72.8K	0.08%	213
2016 Q2	$712K	Buy	15,208 +2,038	+15%	+$94.3K	0.08%	221
2016 Q1	$606K	Buy	13,170 +2,938	+29%	+$127K	0.07%	251
2015 Q4	$470K	Buy	10,232 +2,700	+36%	+$126K	0.06%	265
2015 Q3	$333K	Buy	7,532 +206	+3%	+$9.77K	0.05%	302
2015 Q2	$353K	Buy	7,326 +846	+13%	+$41.8K	0.05%	300
2015 Q1	$316K	Buy	6,480 +574	+10%	+$27.4K	0.05%	324
2014 Q4	$276K	Buy	+5,906	New	+$267K	0.06%	301

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Investment Centers of America's IWP Position: Q4 2017 in Review

Investment Centers of America sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2017, closing a stake of 14,662 shares — an estimated $832K sold.

Investment Centers of America first reported a position in IWP in Q4 2014 and held it in 12 quarters. The position peaked at $930K in Q4 2016. 481 funds tracked by Wall St. Rank hold IWP as of Q4 2017.

Investment Centers of America reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
Investment Centers of America sold 14,662 iShares Russell Mid-Cap Growth ETF shares in Q4 2017, an estimated $832K.
Investment Centers of America first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and held it in 12 quarters.
Investment Centers of America's iShares Russell Mid-Cap Growth ETF position peaked at $930K in Q4 2016.
481 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.