Jolley Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Jolley Asset 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
2018 Q1	–	Sell	-48	Closed	-$3K	–	189
2017 Q4	$3K	Hold	48	–	–	﹤0.01%	171
2017 Q3	$3K	Hold	48	–	–	﹤0.01%	174
2017 Q2	$3K	Buy	+48	New	+$2.55K	﹤0.01%	162

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 $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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jolley Asset Management's IWP Position: Q1 2018 in Review

Jolley Asset Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2018, closing a stake of 48 shares — an estimated $3K sold.

Jolley Asset Management first reported a position in IWP in Q2 2017 and held it in 3 quarters. The position peaked at $3K in Q4 2017. 492 funds tracked by Wall St. Rank hold IWP as of Q1 2018.

Jolley Asset Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
Jolley Asset Management sold 48 iShares Russell Mid-Cap Growth ETF shares in Q1 2018, an estimated $3K.
Jolley Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2017 and held it in 3 quarters.
Jolley Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $3K in Q4 2017.
492 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2018.

Based on Jolley Asset Management's 13F filing for Q1 2018, filed 13 Apr 2018.