National Planning Corporation’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

National Planning Corporation’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	-8,754	Closed	-$495K	–	328
2017 Q3	$495K	Sell	8,754 -16,604	-65%	-$911K	0.04%	365
2017 Q2	$1.37M	Buy	25,358 +14,002	+123%	+$745K	0.1%	220
2017 Q1	$583K	Sell	11,356 -9,326	-45%	-$476K	0.04%	345
2016 Q4	$1.04M	Sell	20,682 -1,332	-6%	-$64.2K	0.08%	230
2016 Q3	$1.03M	Sell	22,014 -182	-0.8%	-$8.83K	0.08%	233
2016 Q2	$1.07M	Sell	22,196 -1,294	-6%	-$59.9K	0.08%	229
2016 Q1	$1.07M	Sell	23,490 -9,800	-29%	-$423K	0.09%	220
2015 Q4	$1.36M	Buy	33,290 +10,624	+47%	+$494K	0.11%	201
2015 Q3	$1.08M	Buy	22,666 +286	+1%	+$13.6K	0.1%	202
2015 Q2	$1.09M	Buy	+22,380	New	+$1.1M	0.1%	209
2015 Q1	–	Sell	-8,432	Closed	-$386K	–	1366
2014 Q4	$386K	Buy	8,432 +674	+9%	+$30.5K	0.03%	480
2014 Q3	$343K	Buy	7,758 +226	+3%	+$10.1K	0.03%	519
2014 Q2	$337K	Sell	7,532 -514	-6%	-$22.1K	0.03%	533
2014 Q1	$351K	Buy	8,046 +3,074	+62%	+$131K	0.03%	499
2013 Q4	$209K	Buy	+4,972	New	+$201K	0.02%	620

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

National Planning Corporation's IWP Position: Q4 2017 in Review

National Planning Corporation sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2017, closing a stake of 8,754 shares — an estimated $495K sold.

National Planning Corporation first reported a position in IWP in Q4 2013 and held it in 15 quarters. The position peaked at $1.37M in Q2 2017. 481 funds tracked by Wall St. Rank hold IWP as of Q4 2017.

National Planning Corporation reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 8,754 iShares Russell Mid-Cap Growth ETF shares in Q4 2017, an estimated $495K.
National Planning Corporation first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and held it in 15 quarters.
National Planning Corporation's iShares Russell Mid-Cap Growth ETF position peaked at $1.37M in Q2 2017.
481 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.