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

Kabarec Financial 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
2018
Q1 		– Sell
-142
Closed -$9K – 95
2017
Q4 		$9K Buy
+142
New +$8.35K 0.01% 70

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kabarec Financial Advisors's IWP Position: Q1 2018 in Review

Kabarec Financial Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2018, closing a stake of 142 shares — an estimated $9K sold.

Kabarec Financial Advisors first reported a position in IWP in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 493 funds tracked by Wall St. Rank hold IWP as of Q1 2018.

  • Kabarec Financial Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Kabarec Financial Advisors sold 142 iShares Russell Mid-Cap Growth ETF shares in Q1 2018, an estimated $9K.
  • Kabarec Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and held it in 1 quarter.
  • Kabarec Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $9K in Q4 2017.
  • 493 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2018.

Based on Kabarec Financial Advisors's 13F filing for Q1 2018, filed 11 May 2018.