New Amsterdam Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

New Amsterdam 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
2019 Q1	–	Sell	-50,990	Closed	-$2.9M	–	120
2018 Q4	$2.9M	Buy	50,990 +47,120	+1,218%	+$2.87M	0.95%	41
2018 Q3	$262K	Buy	+3,870	New	+$257K	0.07%	110
2016 Q1	–	Sell	-9,690	Closed	-$445K	–	131
2015 Q4	$445K	Sell	9,690 -1,138	-11%	-$52.9K	0.05%	114
2015 Q3	$480K	Buy	+10,828	New	+$514K	0.05%	110
2015 Q1	–	Sell	-6,368	Closed	-$297K	–	125
2014 Q4	$297K	Buy	+6,368	New	+$288K	0.03%	113

Other funds holding IWP

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

New Amsterdam Partners's IWP Position: Q1 2019 in Review

New Amsterdam Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2019, closing a stake of 50,990 shares — an estimated $2.9M sold.

New Amsterdam Partners first reported a position in IWP in Q4 2014 and held it in 5 quarters. The position peaked at $2.9M in Q4 2018. 575 funds tracked by Wall St. Rank hold IWP as of Q1 2019.

New Amsterdam Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
New Amsterdam Partners sold 50,990 iShares Russell Mid-Cap Growth ETF shares in Q1 2019, an estimated $2.9M.
New Amsterdam Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and held it in 5 quarters.
New Amsterdam Partners's iShares Russell Mid-Cap Growth ETF position peaked at $2.9M in Q4 2018.
575 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2019.

Based on New Amsterdam Partners's 13F filing for Q1 2019, filed 2 May 2019.