Oak Ridge Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Oak Ridge Investments’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	-26,152	Closed	-$1.49M	–	174
2018 Q4	$1.49M	Buy	+26,152	New	+$1.59M	0.11%	135
2018 Q1	–	Sell	-5,282	Closed	-$319K	–	166
2017 Q4	$319K	Buy	+5,282	New	+$310K	0.02%	163
2017 Q1	–	Sell	-5,576	Closed	-$272K	–	149
2016 Q4	$272K	Buy	5,576 +1,452	+35%	+$70K	0.01%	139
2016 Q3	$201K	Buy	+4,124	New	+$200K	0.01%	142
2016 Q1	–	Sell	-12,228	Closed	-$562K	–	141
2015 Q4	$562K	Buy	+12,228	New	+$569K	0.01%	131
2015 Q1	–	Sell	-5,604	Closed	-$261K	–	154
2014 Q4	$261K	Buy	+5,604	New	+$253K	0.01%	139

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

Oak Ridge Investments's IWP Position: Q1 2019 in Review

Oak Ridge Investments sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2019, closing a stake of 26,152 shares — an estimated $1.49M sold.

Oak Ridge Investments first reported a position in IWP in Q4 2014 and held it in 6 quarters. The position peaked at $1.49M in Q4 2018. 575 funds tracked by Wall St. Rank hold IWP as of Q1 2019.

Oak Ridge Investments reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
Oak Ridge Investments sold 26,152 iShares Russell Mid-Cap Growth ETF shares in Q1 2019, an estimated $1.49M.
Oak Ridge Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and held it in 6 quarters.
Oak Ridge Investments's iShares Russell Mid-Cap Growth ETF position peaked at $1.49M in Q4 2018.
575 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2019.

Based on Oak Ridge Investments's 13F filing for Q1 2019, filed 9 May 2019.