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

JOYN 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
2019 Q1	–	Sell	-224	Closed	-$13K	–	745
2018 Q4	$13K	Sell	224 -26	-10%	-$1.58K	﹤0.01%	856
2018 Q3	$17K	Sell	250 -16	-6%	-$1.06K	﹤0.01%	739
2018 Q2	$17K	Sell	266 -206	-44%	-$13K	﹤0.01%	730
2018 Q1	$29K	Buy	+472	New	+$29.5K	0.01%	595
2016 Q3	–	Sell	-11,406	Closed	-$534K	–	25
2016 Q2	$534K	Buy	11,406 +5,752	+102%	+$266K	0.2%	22
2016 Q1	$261K	Sell	5,654 -127,480	-96%	-$5.51M	0.1%	23
2015 Q4	$6.12M	Buy	133,134 +119,408	+870%	+$5.55M	2.4%	10
2015 Q3	$608K	Buy	+13,726	New	+$651K	0.24%	19
2015 Q1	–	Sell	-11,204	Closed	-$522K	–	29
2014 Q4	$522K	Buy	+11,204	New	+$507K	0.21%	18
2014 Q1	–	Sell	-1,610	Closed	-$68K	–	52
2013 Q4	$68K	Hold	1,610	–	–	0.04%	38
2013 Q3	$63K	Buy	+1,610	New	+$61.4K	0.03%	28
2013 Q2	–	Hold	0	–	–	–	26

Other funds holding IWP

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

JOYN Advisors's IWP Position: Q1 2019 in Review

JOYN Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2019, closing a stake of 224 shares — an estimated $13K sold.

JOYN Advisors first reported a position in IWP in Q3 2013 and held it in 11 quarters. The position peaked at $6.12M in Q4 2015. 574 funds tracked by Wall St. Rank hold IWP as of Q1 2019.

JOYN Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 224 iShares Russell Mid-Cap Growth ETF shares in Q1 2019, an estimated $13K.
JOYN Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2013 and held it in 11 quarters.
JOYN Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $6.12M in Q4 2015.
574 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.