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RegentAtlantic Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-1,640
Closed -$76.4K – 623
2014
Q4 		$76.4K Buy
+1,640
New +$74.2K 0.01% 501

Other funds holding IWP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

RegentAtlantic Capital's IWP Position: Q1 2015 in Review

RegentAtlantic Capital sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2015, closing a stake of 1,640 shares — an estimated $76.4K sold.

RegentAtlantic Capital first reported a position in IWP in Q4 2014 and held it in 1 quarter. The position peaked at $76.4K in Q4 2014. 330 funds tracked by Wall St. Rank hold IWP as of Q1 2015.

  • RegentAtlantic Capital reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 1,640 iShares Russell Mid-Cap Growth ETF shares in Q1 2015, an estimated $76.4K.
  • RegentAtlantic Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's iShares Russell Mid-Cap Growth ETF position peaked at $76.4K in Q4 2014.
  • 330 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.