Strategic Capital Alternatives’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Strategic Capital Alternatives’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
2015 Q3	$2.06M	Buy	46,614 +310	+0.7%	+$14.7K	0.44%	73
2015 Q2	$2.24M	Hold	46,304	–	–	0.54%	62
2015 Q1	$2.27M	Sell	46,304 -15,310	-25%	-$731K	0.57%	61
2014 Q4	$2.87M	Sell	61,614 -2,422	-4%	-$110K	1.12%	33
2014 Q3	$2.83M	Buy	+64,036	New	+$2.86M	1%	39

Other funds holding IWP

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Capital Alternatives's IWP Position: Q3 2015 in Review

Strategic Capital Alternatives increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.67% in Q3 2015, buying an estimated $14.7K and bringing the position to 46,614 shares worth $2.06M. The position accounts for 0.44% of the portfolio, ranked #73.

Strategic Capital Alternatives first reported a position in IWP in Q3 2014 and has held it in 5 quarters since. The position peaked at $2.87M in Q4 2014. 321 funds tracked by Wall St. Rank hold IWP as of Q3 2015.

Strategic Capital Alternatives held 46,614 shares of iShares Russell Mid-Cap Growth ETF worth $2.06M as of Q3 2015.
Strategic Capital Alternatives bought 310 iShares Russell Mid-Cap Growth ETF shares in Q3 2015, an estimated $14.7K.
iShares Russell Mid-Cap Growth ETF made up 0.44% of Strategic Capital Alternatives's portfolio in Q3 2015, its #73 holding.
Strategic Capital Alternatives first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2014 and has held it in 5 quarters since.
Strategic Capital Alternatives's iShares Russell Mid-Cap Growth ETF position peaked at $2.87M in Q4 2014.
321 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.