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Paradigm Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Paradigm Financial 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
2014
Q2 		– Sell
-2,808
Closed -$120K – 137
2014
Q1 		$120K Hold
2,808
– – 0.11% 89
2013
Q4 		$118K Buy
+2,808
New +$113K 0.12% 91

Other funds holding IWP

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Paradigm Financial Advisors's IWP Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2014, closing a stake of 2,808 shares — an estimated $120K sold.

Paradigm Financial Advisors first reported a position in IWP in Q4 2013 and held it in 2 quarters. The position peaked at $120K in Q1 2014. 274 funds tracked by Wall St. Rank hold IWP as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 2,808 iShares Russell Mid-Cap Growth ETF shares in Q2 2014, an estimated $120K.
  • Paradigm Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $120K in Q1 2014.
  • 274 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.