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LVZ Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

LVZ Inc’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
-5,230
Closed -$315K – 72
2017
Q4 		$315K Buy
5,230
+1,286
+33% +$75.6K 0.09% 49
2017
Q3 		$223K Buy
3,944
+126
+3% +$6.91K 0.07% 63
2017
Q2 		$206K Buy
+3,818
New +$203K 1.85% 31

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 $71.6B AUM 21.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LVZ Inc's IWP Position: Q1 2018 in Review

LVZ Inc sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2018, closing a stake of 5,230 shares — an estimated $315K sold.

LVZ Inc first reported a position in IWP in Q2 2017 and held it in 3 quarters. The position peaked at $315K in Q4 2017. 493 funds tracked by Wall St. Rank hold IWP as of Q1 2018.

  • LVZ Inc reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • LVZ Inc sold 5,230 iShares Russell Mid-Cap Growth ETF shares in Q1 2018, an estimated $315K.
  • LVZ Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2017 and held it in 3 quarters.
  • LVZ Inc's iShares Russell Mid-Cap Growth ETF position peaked at $315K in Q4 2017.
  • 493 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2018.

Based on LVZ Inc's 13F filing for Q1 2018, filed 25 Apr 2018.