LBA Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

LBA Wealth 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
2017 Q1	$59K	Hold	1,140	–	–	0.03%	187
2016 Q4	$56K	Hold	1,140	–	–	0.03%	183
2016 Q3	$56K	Hold	1,140	–	–	0.03%	189
2016 Q2	$53K	Hold	1,140	–	–	0.03%	190
2016 Q1	$53K	Hold	1,140	–	–	0.03%	190
2015 Q4	$52K	Hold	1,140	–	–	0.03%	202
2015 Q3	$51K	Hold	1,140	–	–	0.03%	175
2015 Q2	$55K	Hold	1,140	–	–	0.03%	157
2015 Q1	$56K	Hold	1,140	–	–	0.04%	163
2014 Q4	$53K	Hold	1,140	–	–	0.04%	163
2014 Q3	$50K	Hold	1,140	–	–	0.03%	168
2014 Q2	$51K	Hold	1,140	–	–	0.04%	163
2014 Q1	$49K	Hold	1,140	–	–	0.04%	159
2013 Q4	$48K	Buy	+1,140	New	+$46.1K	0.04%	155

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

LBA Wealth Management's IWP Position: Q1 2017 in Review

LBA Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2017 at 1,140 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #187.

LBA Wealth Management first reported a position in IWP in Q4 2013 and has held it in 14 quarters since. 406 funds tracked by Wall St. Rank hold IWP as of Q1 2017.

LBA Wealth Management held 1,140 shares of iShares Russell Mid-Cap Growth ETF worth $59K as of Q1 2017.
LBA Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2017.
iShares Russell Mid-Cap Growth ETF made up 0.03% of LBA Wealth Management's portfolio in Q1 2017, its #187 holding.
LBA Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 14 quarters since.
406 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.