MWP
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MYCIO Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-34,628
Closed -$2.64M – 216
2019
Q4 		$2.64M Buy
34,628
+10,638
+44% +$780K 0.17% 62
2019
Q3 		$1.7M Buy
23,990
+1,400
+6% +$101K 0.13% 72
2019
Q2 		$1.61M Sell
22,590
-1,390
-6% -$96.7K 0.13% 70
2019
Q1 		$1.63M Buy
23,980
+1,600
+7% +$103K 0.13% 66
2018
Q4 		$1.27M Buy
22,380
+9,992
+81% +$608K 0.12% 80
2018
Q3 		$840K Buy
12,388
+1,758
+17% +$117K 0.08% 106
2018
Q2 		$674K Sell
10,630
-4
-0% -$252 0.07% 124
2018
Q1 		$654K Sell
10,634
-1,384
-12% -$86.4K 0.07% 105
2017
Q4 		$730K Buy
12,018
+50
+0.4% +$2.94K 0.08% 108
2017
Q3 		$677K Buy
11,968
+1,036
+9% +$56.8K 0.08% 113
2017
Q2 		$591K Buy
10,932
+380
+4% +$20.2K 0.07% 113
2017
Q1 		$547K Sell
10,552
-5,078
-32% -$259K 0.07% 129
2016
Q4 		$761K Buy
15,630
+8,616
+123% +$415K 0.1% 92
2016
Q3 		$341K Buy
7,014
+18
+0.3% +$873 0.06% 123
2016
Q2 		$327K Hold
6,996
– – 0.06% 126
2016
Q1 		$322K Sell
6,996
-670
-9% -$28.9K 0.06% 126
2015
Q4 		$352K Buy
7,666
+182
+2% +$8.46K 0.06% 109
2015
Q3 		$332K Buy
7,484
+564
+8% +$26.7K 0.07% 103
2015
Q2 		$335K Buy
6,920
+14
+0.2% +$691 0.07% 106
2015
Q1 		$338K Sell
6,906
-436
-6% -$20.8K 0.07% 105
2014
Q4 		$342K Buy
7,342
+14
+0.2% +$633 0.07% 101
2014
Q3 		$324K Sell
7,328
-752
-9% -$33.6K 0.08% 99
2014
Q2 		$362K Buy
8,080
+16
+0.2% +$688 0.08% 94
2014
Q1 		$346K Hold
8,064
– – 0.08% 92
2013
Q4 		$340K Buy
8,064
+7,604
+1,653% +$307K 0.08% 99
2013
Q3 		$18K Hold
460
– – ﹤0.01% 336
2013
Q2 		$17K Buy
+460
New +$16.4K ﹤0.01% 353

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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

MYCIO Wealth Partners's IWP Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2020, closing a stake of 34,628 shares — an estimated $2.64M sold.

MYCIO Wealth Partners first reported a position in IWP in Q2 2013 and held it in 27 quarters. The position peaked at $2.64M in Q4 2019. 623 funds tracked by Wall St. Rank hold IWP as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 34,628 iShares Russell Mid-Cap Growth ETF shares in Q1 2020, an estimated $2.64M.
  • MYCIO Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $2.64M in Q4 2019.
  • 623 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.