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Simply Money Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Simply Money 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
Q3 		– Sell
-160
Closed -$6K – 240
2013
Q2 		$6K Buy
+160
New +$5.72K ﹤0.01% 219

Other funds holding IWP

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Simply Money Advisors's IWP Position: Q3 2013 in Review

Simply Money Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2013, closing a stake of 160 shares — an estimated $6K sold.

Simply Money Advisors first reported a position in IWP in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 235 funds tracked by Wall St. Rank hold IWP as of Q3 2013.

  • Simply Money Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 160 iShares Russell Mid-Cap Growth ETF shares in Q3 2013, an estimated $6K.
  • Simply Money Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $6K in Q2 2013.
  • 235 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.