McRae Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

McRae Capital 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 Q2	–	Sell	-300	Closed	-$16K	–	98
2017 Q1	$16K	Buy	+300	New	+$15.3K	0.01%	101

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

McRae Capital Management's IWP Position: Q2 2017 in Review

McRae Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2017, closing a stake of 300 shares — an estimated $16K sold.

McRae Capital Management first reported a position in IWP in Q1 2017 and held it in 1 quarter. The position peaked at $16K in Q1 2017. 409 funds tracked by Wall St. Rank hold IWP as of Q2 2017.

McRae Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2017 after selling out during the quarter.
McRae Capital Management sold 300 iShares Russell Mid-Cap Growth ETF shares in Q2 2017, an estimated $16K.
McRae Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2017 and held it in 1 quarter.
McRae Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $16K in Q1 2017.
409 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2017.

Based on McRae Capital Management's 13F filing for Q2 2017, filed 27 Jul 2017.