JCM
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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

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TF
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Morgan Stanley
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PNC Financial Services Group
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UBS Group
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Jones Financial Companies
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Fidelity Investments
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return