Sterneck Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sterneck Capital Management’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	-5,142	Closed	-$349K	–	87
2018 Q3	$349K	Buy	5,142 +80	+2%	+$5.32K	0.25%	70
2018 Q2	$321K	Sell	5,062 -494	-9%	-$31.1K	0.22%	76
2018 Q1	$342K	Sell	5,556 -1,094	-16%	-$68.3K	0.2%	87
2017 Q4	$401K	Buy	+6,650	New	+$391K	0.24%	82

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

Sterneck Capital Management's IWP Position: Q4 2018 in Review

Sterneck Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2018, closing a stake of 5,142 shares — an estimated $349K sold.

Sterneck Capital Management first reported a position in IWP in Q4 2017 and held it in 4 quarters. The position peaked at $401K in Q4 2017. 527 funds tracked by Wall St. Rank hold IWP as of Q4 2018.

Sterneck Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
Sterneck Capital Management sold 5,142 iShares Russell Mid-Cap Growth ETF shares in Q4 2018, an estimated $349K.
Sterneck Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and held it in 4 quarters.
Sterneck Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $401K in Q4 2017.
527 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2018.

Based on Sterneck Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.