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

Stephens Investment Management 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
2018
Q1 		– Sell
-1,082
Closed -$65K – 184
2017
Q4 		$65K Buy
+1,082
New +$63.6K ﹤0.01% 180
2017
Q1 		– Sell
-4,066
Closed -$198K – 186
2016
Q4 		$198K Buy
+4,066
New +$196K 0.01% 166

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stephens Investment Management Group's IWP Position: Q1 2018 in Review

Stephens Investment Management Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2018, closing a stake of 1,082 shares — an estimated $65K sold.

Stephens Investment Management Group first reported a position in IWP in Q4 2016 and held it in 2 quarters. The position peaked at $198K in Q4 2016. 492 funds tracked by Wall St. Rank hold IWP as of Q1 2018.

  • Stephens Investment Management Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Stephens Investment Management Group sold 1,082 iShares Russell Mid-Cap Growth ETF shares in Q1 2018, an estimated $65K.
  • Stephens Investment Management Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and held it in 2 quarters.
  • Stephens Investment Management Group's iShares Russell Mid-Cap Growth ETF position peaked at $198K in Q4 2016.
  • 492 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2018.

Based on Stephens Investment Management Group's 13F filing for Q1 2018, filed 4 May 2018.