Lodestar Investment Counsel’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lodestar Investment Counsel’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 Q2	$738K	Buy	10,356 +160	+2%	+$11.1K	0.08%	107
2019 Q1	$692K	Hold	10,196	–	–	0.07%	114
2018 Q4	$580K	Hold	10,196	–	–	0.07%	119
2018 Q3	$691K	Hold	10,196	–	–	0.07%	117
2018 Q2	$646K	Hold	10,196	–	–	0.07%	121
2018 Q1	$627K	Hold	10,196	–	–	0.07%	115
2017 Q4	$615K	Hold	10,196	–	–	0.07%	114
2017 Q3	$577K	Buy	+10,196	New	+$559K	0.07%	112

Other funds holding IWP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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 $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Lodestar Investment Counsel's IWP Position: Q2 2019 in Review

Lodestar Investment Counsel increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.6% in Q2 2019, buying an estimated $11.1K and bringing the position to 10,356 shares worth $738K. The position accounts for 0.08% of the portfolio, ranked #107.

Lodestar Investment Counsel first reported a position in IWP in Q3 2017 and has held it in 8 quarters since. 590 funds tracked by Wall St. Rank hold IWP as of Q2 2019.

Lodestar Investment Counsel held 10,356 shares of iShares Russell Mid-Cap Growth ETF worth $738K as of Q2 2019.
Lodestar Investment Counsel bought 160 iShares Russell Mid-Cap Growth ETF shares in Q2 2019, an estimated $11.1K.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Lodestar Investment Counsel's portfolio in Q2 2019, its #107 holding.
Lodestar Investment Counsel first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and has held it in 8 quarters since.
590 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.