Jacobus Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Jacobus Wealth Management’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 Q3	$6.59M	Buy	116,410 +2,068	+2%	+$113K	1.72%	18
2017 Q2	$6.18M	Buy	114,342 +5,350	+5%	+$285K	1.67%	19
2017 Q1	$5.66M	Buy	108,992 +1,650	+2%	+$84.2K	1.59%	19
2016 Q4	$5.23M	Sell	107,342 -5,000	-4%	-$241K	1.53%	19
2016 Q3	$5.47M	Buy	112,342 +5,004	+5%	+$243K	1.59%	19
2016 Q2	$5.02M	Buy	107,338 +6,020	+6%	+$278K	1.53%	19
2016 Q1	$4.67M	Buy	101,318 +516	+0.5%	+$22.3K	1.37%	19
2015 Q4	$4.63M	Buy	100,802 +12,650	+14%	+$588K	1.33%	19
2015 Q3	$3.91M	Buy	88,152 +6,680	+8%	+$317K	1.14%	24
2015 Q2	$3.94M	Buy	81,472 +13,960	+21%	+$689K	0.98%	29
2015 Q1	$3.31M	Buy	67,512 +3,096	+5%	+$148K	0.85%	31
2014 Q4	$3M	Buy	64,416 +7,578	+13%	+$343K	0.78%	33
2014 Q3	$2.51M	Sell	56,838 -162	-0.3%	-$7.23K	0.69%	37
2014 Q2	$2.55M	Buy	57,000 +636	+1%	+$27.3K	0.65%	38
2014 Q1	$2.42M	Buy	56,364 +8,798	+18%	+$375K	0.59%	37
2013 Q4	$2.01M	Buy	47,566 +1,466	+3%	+$59.3K	0.58%	40
2013 Q3	$1.8M	Buy	46,100 +520	+1%	+$19.8K	0.63%	36
2013 Q2	$1.64M	Buy	+45,580	New	+$1.63M	0.6%	40

Other funds holding IWP

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $71.6B AUM 21.08% 1-Year Est. Return

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

Jacobus Wealth Management's IWP Position: Q3 2017 in Review

Jacobus Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.8% in Q3 2017, buying an estimated $113K and bringing the position to 116,410 shares worth $6.59M. The position accounts for 1.72% of the portfolio, ranked #18.

Jacobus Wealth Management first reported a position in IWP in Q2 2013 and has held it in 18 quarters since. 425 funds tracked by Wall St. Rank hold IWP as of Q3 2017.

Jacobus Wealth Management held 116,410 shares of iShares Russell Mid-Cap Growth ETF worth $6.59M as of Q3 2017.
Jacobus Wealth Management bought 2,068 iShares Russell Mid-Cap Growth ETF shares in Q3 2017, an estimated $113K.
iShares Russell Mid-Cap Growth ETF made up 1.72% of Jacobus Wealth Management's portfolio in Q3 2017, its #18 holding.
Jacobus Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 18 quarters since.
425 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.