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

Placemark 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
2014 Q4	$6.44M	Buy	138,162 +48,226	+54%	+$2.18M	0.11%	226
2014 Q3	$3.97M	Sell	89,936 -15,540	-15%	-$694K	0.07%	325
2014 Q2	$4.72M	Buy	105,476 +2,530	+2%	+$109K	0.08%	288
2014 Q1	$4.42M	Buy	102,946 +5,534	+6%	+$236K	0.08%	270
2013 Q4	$4.11M	Buy	97,412 +18,358	+23%	+$742K	0.07%	338
2013 Q3	$3.09M	Sell	79,054 -10,200	-11%	-$389K	0.06%	377
2013 Q2	$3.2M	Buy	+89,254	New	+$3.19M	0.07%	345

Other funds holding IWP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Placemark Investments's IWP Position: Q4 2014 in Review

Placemark Investments increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 54% in Q4 2014, buying an estimated $2.18M and bringing the position to 138,162 shares worth $6.44M. The position accounts for 0.11% of the portfolio, ranked #226.

Placemark Investments first reported a position in IWP in Q2 2013 and has held it in 7 quarters since. 323 funds tracked by Wall St. Rank hold IWP as of Q4 2014.

Placemark Investments held 138,162 shares of iShares Russell Mid-Cap Growth ETF worth $6.44M as of Q4 2014.
Placemark Investments bought 48,226 iShares Russell Mid-Cap Growth ETF shares in Q4 2014, an estimated $2.18M.
iShares Russell Mid-Cap Growth ETF made up 0.11% of Placemark Investments's portfolio in Q4 2014, its #226 holding.
Placemark Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 7 quarters since.
323 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.