Steel Grove Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Steel Grove Capital 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
2018 Q4	–	Sell	-3,452	Closed	-$235K	–	323
2018 Q3	$235K	Hold	3,452	–	–	0.03%	279
2018 Q2	$219K	Hold	3,452	–	–	0.04%	282
2018 Q1	$212K	Hold	3,452	–	–	0.03%	286
2017 Q4	$208K	Buy	+3,452	New	+$203K	0.03%	279
2017 Q2	–	Sell	-4,686	Closed	-$243K	–	282
2017 Q1	$243K	Hold	4,686	–	–	0.04%	242
2016 Q4	$228K	Sell	4,686 -864	-16%	-$41.6K	0.05%	227
2016 Q3	$270K	Hold	5,550	–	–	0.06%	157
2016 Q2	$260K	Hold	5,550	–	–	0.06%	149
2016 Q1	$256K	Hold	5,550	–	–	0.07%	148
2015 Q4	$255K	Hold	5,550	–	–	0.06%	166
2015 Q3	$246K	Buy	+5,550	New	+$263K	0.06%	156

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Steel Grove Capital Advisors's IWP Position: Q4 2018 in Review

Steel Grove Capital Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2018, closing a stake of 3,452 shares — an estimated $235K sold.

Steel Grove Capital Advisors first reported a position in IWP in Q3 2015 and held it in 11 quarters. The position peaked at $270K in Q3 2016. 527 funds tracked by Wall St. Rank hold IWP as of Q4 2018.

Steel Grove Capital Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
Steel Grove Capital Advisors sold 3,452 iShares Russell Mid-Cap Growth ETF shares in Q4 2018, an estimated $235K.
Steel Grove Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2015 and held it in 11 quarters.
Steel Grove Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $270K in Q3 2016.
527 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2018.

Based on Steel Grove Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.