Stanford Investment Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stanford Investment Group’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
2016 Q1	–	Sell	-334	Closed	-$15K	–	363
2015 Q4	$15K	Hold	334	–	–	0.01%	241
2015 Q3	$15K	Hold	334	–	–	0.01%	245
2015 Q2	$16K	Hold	334	–	–	0.01%	252
2015 Q1	$16K	Hold	334	–	–	0.01%	250
2014 Q4	$16K	Buy	+334	New	+$15.1K	0.01%	255

Other funds holding IWP

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stanford Investment Group's IWP Position: Q1 2016 in Review

Stanford Investment Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2016, closing a stake of 334 shares — an estimated $15K sold.

Stanford Investment Group first reported a position in IWP in Q4 2014 and held it in 5 quarters. The position peaked at $16K in Q2 2015. 356 funds tracked by Wall St. Rank hold IWP as of Q1 2016.

Stanford Investment Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2016 after selling out during the quarter.
Stanford Investment Group sold 334 iShares Russell Mid-Cap Growth ETF shares in Q1 2016, an estimated $15K.
Stanford Investment Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and held it in 5 quarters.
Stanford Investment Group's iShares Russell Mid-Cap Growth ETF position peaked at $16K in Q2 2015.
356 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2016.

Based on Stanford Investment Group's 13F filing for Q1 2016, filed 10 Nov 2016.