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

Lyons 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
2014 Q2	–	Sell	-6,346	Closed	-$272K	–	87
2014 Q1	$272K	Buy	+6,346	New	+$270K	0.24%	49
2013 Q3	–	Sell	-6,350	Closed	-$229K	–	91
2013 Q2	$229K	Buy	+6,350	New	+$227K	0.23%	55

Other funds holding IWP

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

TAIM

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Lyons Wealth Management's IWP Position: Q2 2014 in Review

Lyons Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2014, closing a stake of 6,346 shares — an estimated $272K sold.

Lyons Wealth Management first reported a position in IWP in Q2 2013 and held it in 2 quarters. The position peaked at $272K in Q1 2014. 275 funds tracked by Wall St. Rank hold IWP as of Q2 2014.

Lyons Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2014 after selling out during the quarter.
Lyons Wealth Management sold 6,346 iShares Russell Mid-Cap Growth ETF shares in Q2 2014, an estimated $272K.
Lyons Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 2 quarters.
Lyons Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $272K in Q1 2014.
275 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2014.

Based on Lyons Wealth Management's 13F filing for Q2 2014, filed 11 Aug 2014.