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

Investors Trust’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
2014 Q3	–	Sell	-4,722	Closed	-$211K	–	77
2014 Q2	$211K	Sell	4,722 -990	-17%	-$42.6K	0.17%	75
2014 Q1	$245K	Hold	5,712	–	–	0.2%	69
2013 Q4	$238K	Sell	5,712 -20,124	-78%	-$813K	0.19%	87
2013 Q3	$1.01M	Buy	+25,836	New	+$985K	0.18%	78

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

TAIM

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Investors Trust's IWP Position: Q3 2014 in Review

Investors Trust sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2014, closing a stake of 4,722 shares — an estimated $211K sold.

Investors Trust first reported a position in IWP in Q3 2013 and held it in 4 quarters. The position peaked at $1.01M in Q3 2013. 277 funds tracked by Wall St. Rank hold IWP as of Q3 2014.

Investors Trust reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2014 after selling out during the quarter.
Investors Trust sold 4,722 iShares Russell Mid-Cap Growth ETF shares in Q3 2014, an estimated $211K.
Investors Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2013 and held it in 4 quarters.
Investors Trust's iShares Russell Mid-Cap Growth ETF position peaked at $1.01M in Q3 2013.
277 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2014.

Based on Investors Trust's 13F filing for Q3 2014, filed 17 Nov 2014.