Kernodle & Katon Asset Management Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kernodle & Katon Asset Management Group’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
2017 Q1	$138K	Sell	2,656 -746	-22%	-$38.1K	0.08%	112
2016 Q4	$166K	Sell	3,402 -2,004	-37%	-$96.6K	0.1%	99
2016 Q3	$263K	Sell	5,406 -90	-2%	-$4.37K	0.16%	79
2016 Q2	$257K	Buy	5,496 +64	+1%	+$2.96K	0.24%	44
2016 Q1	$250K	Hold	5,432	–	–	0.24%	44
2015 Q4	$250K	Buy	+5,432	New	+$253K	0.24%	23

Other funds holding IWP

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kernodle & Katon Asset Management Group's IWP Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 22% in Q1 2017, selling an estimated $38.1K and leaving 2,656 shares worth $138K. The position accounts for 0.08% of the portfolio, ranked #112.

Kernodle & Katon Asset Management Group first reported a position in IWP in Q4 2015 and has held it in 6 quarters since. The position peaked at $263K in Q3 2016. 406 funds tracked by Wall St. Rank hold IWP as of Q1 2017.

Kernodle & Katon Asset Management Group held 2,656 shares of iShares Russell Mid-Cap Growth ETF worth $138K as of Q1 2017.
Kernodle & Katon Asset Management Group sold 746 iShares Russell Mid-Cap Growth ETF shares in Q1 2017, an estimated $38.1K.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #112 holding.
Kernodle & Katon Asset Management Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 6 quarters since.
Kernodle & Katon Asset Management Group's iShares Russell Mid-Cap Growth ETF position peaked at $263K in Q3 2016.
406 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.