Montage Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Montage Investments’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
2016 Q3	$27K	Buy	+550	New	+$26.7K	0.01%	165

Other funds holding IWP

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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

Montage Investments's IWP Position: Q3 2016 in Review

Montage Investments opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2016: 550 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #165 among its holdings.

364 funds tracked by Wall St. Rank hold IWP as of Q3 2016.

Montage Investments held 550 shares of iShares Russell Mid-Cap Growth ETF worth $27K as of Q3 2016.
iShares Russell Mid-Cap Growth ETF was a new Montage Investments position in Q3 2016.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Montage Investments's portfolio in Q3 2016, its #165 holding.
364 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.