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Robert N. Shapiro’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Robert N. Shapiro’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 		$40K Hold
860
– – 0.01% 496
2014
Q3 		$38K Hold
860
– – 0.01% 522
2014
Q2 		$39K Buy
+860
New +$37K 0.01% 497

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Jones Financial Companies
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Robert N. Shapiro's IWP Position: Q4 2014 in Review

Robert N. Shapiro held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2014 at 860 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #496.

Robert N. Shapiro first reported a position in IWP in Q2 2014 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold IWP as of Q4 2014.

  • Robert N. Shapiro held 860 shares of iShares Russell Mid-Cap Growth ETF worth $40K as of Q4 2014.
  • Robert N. Shapiro left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2014.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #496 holding.
  • Robert N. Shapiro first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2014 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.