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KCS Wealth Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

KCS Wealth Advisory’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
Q4 		– Sell
-546
Closed -$38.6K – 273
2019
Q3 		$38.6K Buy
+546
New +$39.2K 0.03% 259

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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

KCS Wealth Advisory's IWP Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2019, closing a stake of 546 shares — an estimated $38.6K sold.

KCS Wealth Advisory first reported a position in IWP in Q3 2019 and held it in 1 quarter. The position peaked at $38.6K in Q3 2019. 689 funds tracked by Wall St. Rank hold IWP as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 546 iShares Russell Mid-Cap Growth ETF shares in Q4 2019, an estimated $38.6K.
  • KCS Wealth Advisory first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares Russell Mid-Cap Growth ETF position peaked at $38.6K in Q3 2019.
  • 689 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.