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

Morgan Dempsey 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
2016
Q1 		– Sell
-324
Closed -$15K – 175
2015
Q4 		$15K Buy
+324
New +$15.1K 0.01% 161

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Dempsey Capital Management's IWP Position: Q1 2016 in Review

Morgan Dempsey Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2016, closing a stake of 324 shares — an estimated $15K sold.

Morgan Dempsey Capital Management first reported a position in IWP in Q4 2015 and held it in 1 quarter. The position peaked at $15K in Q4 2015. 356 funds tracked by Wall St. Rank hold IWP as of Q1 2016.

  • Morgan Dempsey Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Morgan Dempsey Capital Management sold 324 iShares Russell Mid-Cap Growth ETF shares in Q1 2016, an estimated $15K.
  • Morgan Dempsey Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and held it in 1 quarter.
  • Morgan Dempsey Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $15K in Q4 2015.
  • 356 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2016.

Based on Morgan Dempsey Capital Management's 13F filing for Q1 2016, filed 9 May 2016.