Rockefeller Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$145K	Hold	2,400	–	–	﹤0.01%	363
2017 Q3	$136K	Hold	2,400	–	–	﹤0.01%	368
2017 Q2	$130K	Hold	2,400	–	–	﹤0.01%	324
2017 Q1	$125K	Hold	2,400	–	–	﹤0.01%	341
2016 Q4	$117K	Hold	2,400	–	–	﹤0.01%	366
2016 Q3	$117K	Hold	2,400	–	–	﹤0.01%	339
2016 Q2	$112K	Hold	2,400	–	–	﹤0.01%	347
2016 Q1	$111K	Hold	2,400	–	–	﹤0.01%	368
2015 Q4	$110K	Hold	2,400	–	–	﹤0.01%	384
2015 Q3	$106K	Hold	2,400	–	–	﹤0.01%	374
2015 Q2	$116K	Hold	2,400	–	–	﹤0.01%	354
2015 Q1	$118K	Hold	2,400	–	–	﹤0.01%	364
2014 Q4	$112K	Hold	2,400	–	–	﹤0.01%	339
2014 Q3	$106K	Hold	2,400	–	–	﹤0.01%	359
2014 Q2	$107K	Hold	2,400	–	–	﹤0.01%	373
2014 Q1	$103K	Hold	2,400	–	–	﹤0.01%	389
2013 Q4	$101K	Hold	2,400	–	–	﹤0.01%	387
2013 Q3	$94K	Hold	2,400	–	–	﹤0.01%	393
2013 Q2	$86K	Buy	+2,400	New	+$85.8K	﹤0.01%	393

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Rockefeller Financial Services's IWP Position: Q4 2017 in Review

Rockefeller Financial Services held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2017 at 2,400 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Rockefeller Financial Services first reported a position in IWP in Q2 2013 and has held it in 19 quarters since. 480 funds tracked by Wall St. Rank hold IWP as of Q4 2017.

Rockefeller Financial Services held 2,400 shares of iShares Russell Mid-Cap Growth ETF worth $145K as of Q4 2017.
Rockefeller Financial Services left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2017.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #363 holding.
Rockefeller Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 19 quarters since.
480 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.