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Ironsides Asset Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ironsides Asset Advisors’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
Q2 		– Sell
-4,568
Closed -$210K – 175
2016
Q1 		$210K Buy
+4,568
New +$197K 0.05% 182

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ironsides Asset Advisors's IWP Position: Q2 2016 in Review

Ironsides Asset Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2016, closing a stake of 4,568 shares — an estimated $210K sold.

Ironsides Asset Advisors first reported a position in IWP in Q1 2016 and held it in 1 quarter. The position peaked at $210K in Q1 2016. 348 funds tracked by Wall St. Rank hold IWP as of Q2 2016.

  • Ironsides Asset Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2016 after selling out during the quarter.
  • Ironsides Asset Advisors sold 4,568 iShares Russell Mid-Cap Growth ETF shares in Q2 2016, an estimated $210K.
  • Ironsides Asset Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2016 and held it in 1 quarter.
  • Ironsides Asset Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $210K in Q1 2016.
  • 348 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2016.

Based on Ironsides Asset Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.