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Triangle Securities Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Triangle Securities Wealth 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
2013
Q3 		– Sell
-1,800
Closed -$65K – 256
2013
Q2 		$65K Buy
+1,800
New +$64.3K 0.05% 219

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Triangle Securities Wealth Management's IWP Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2013, closing a stake of 1,800 shares — an estimated $65K sold.

Triangle Securities Wealth Management first reported a position in IWP in Q2 2013 and held it in 1 quarter. The position peaked at $65K in Q2 2013. 235 funds tracked by Wall St. Rank hold IWP as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 1,800 iShares Russell Mid-Cap Growth ETF shares in Q3 2013, an estimated $65K.
  • Triangle Securities Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $65K in Q2 2013.
  • 235 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.