Rushmore Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Rushmore Investment Advisors’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
2013 Q2	$31.3M	Buy	+872,954	New	+$31.2M	6.37%	1

Other funds holding IWP

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TAIM

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rushmore Investment Advisors's IWP Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2013: 872,954 shares worth $31.3M. The stake represents 6.37% of the portfolio and ranks #1 among its holdings.

218 funds tracked by Wall St. Rank hold IWP as of Q2 2013.

Rushmore Investment Advisors held 872,954 shares of iShares Russell Mid-Cap Growth ETF worth $31.3M as of Q2 2013.
iShares Russell Mid-Cap Growth ETF was a new Rushmore Investment Advisors position in Q2 2013.
iShares Russell Mid-Cap Growth ETF made up 6.37% of Rushmore Investment Advisors's portfolio in Q2 2013, its #1 holding.
218 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.