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Piershale Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Piershale Financial Group’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
2016
Q4 		– Sell
-612
Closed -$30K – 75
2016
Q3 		$30K Buy
+612
New +$29.7K 0.02% 47

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Piershale Financial Group's IWP Position: Q4 2016 in Review

Piershale Financial Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2016, closing a stake of 612 shares — an estimated $30K sold.

Piershale Financial Group first reported a position in IWP in Q3 2016 and held it in 1 quarter. The position peaked at $30K in Q3 2016. 407 funds tracked by Wall St. Rank hold IWP as of Q4 2016.

  • Piershale Financial Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Piershale Financial Group sold 612 iShares Russell Mid-Cap Growth ETF shares in Q4 2016, an estimated $30K.
  • Piershale Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and held it in 1 quarter.
  • Piershale Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $30K in Q3 2016.
  • 407 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.