Julex Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Julex Capital 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
2019 Q3	$9K	Sell	128 -18,020	-99%	-$1.3M	0.02%	42
2019 Q2	$1.29M	Sell	18,148 -39,674	-69%	-$2.76M	1.43%	14
2019 Q1	$3.92M	Buy	57,822 +13,566	+31%	+$871K	3.4%	11
2018 Q4	$2.52M	Buy	+44,256	New	+$2.69M	1.63%	10

Other funds holding IWP

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Julex Capital Management's IWP Position: Q3 2019 in Review

Julex Capital Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 99% in Q3 2019, selling an estimated $1.3M and leaving 128 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #42.

Julex Capital Management first reported a position in IWP in Q4 2018 and has held it in 4 quarters since. The position peaked at $3.92M in Q1 2019. 583 funds tracked by Wall St. Rank hold IWP as of Q3 2019.

Julex Capital Management held 128 shares of iShares Russell Mid-Cap Growth ETF worth $9K as of Q3 2019.
Julex Capital Management sold 18,020 iShares Russell Mid-Cap Growth ETF shares in Q3 2019, an estimated $1.3M.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Julex Capital Management's portfolio in Q3 2019, its #42 holding.
Julex Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 4 quarters since.
Julex Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $3.92M in Q1 2019.
583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.