MCIA
IWP icon

Mountain Capital Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-66
Closed -$4K – 223
2017
Q3 		$4K Hold
66
– – ﹤0.01% 361
2017
Q2 		$4K Buy
+66
New +$3.51K ﹤0.01% 393

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

Mountain Capital Investment Advisors's IWP Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2017, closing a stake of 66 shares — an estimated $4K sold.

Mountain Capital Investment Advisors first reported a position in IWP in Q2 2017 and held it in 2 quarters. The position peaked at $4K in Q3 2017. 481 funds tracked by Wall St. Rank hold IWP as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 66 iShares Russell Mid-Cap Growth ETF shares in Q4 2017, an estimated $4K.
  • Mountain Capital Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $4K in Q3 2017.
  • 481 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.