Vickerman & Driscoll Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Vickerman & Driscoll Financial 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	-960	Closed	-$65K	–	88
2018 Q3	$65K	Sell	960 -72	-7%	-$4.79K	0.05%	80
2018 Q2	$65K	Sell	1,032 -62	-6%	-$3.9K	0.05%	78
2018 Q1	$67K	Sell	1,094 -544	-33%	-$34K	0.05%	81
2017 Q4	$99K	Buy	+1,638	New	+$96.3K	0.08%	72

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

Vickerman & Driscoll Financial Advisors's IWP Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2018, closing a stake of 960 shares — an estimated $65K sold.

Vickerman & Driscoll Financial Advisors first reported a position in IWP in Q4 2017 and held it in 4 quarters. The position peaked at $99K in Q4 2017. 527 funds tracked by Wall St. Rank hold IWP as of Q4 2018.

Vickerman & Driscoll Financial Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 960 iShares Russell Mid-Cap Growth ETF shares in Q4 2018, an estimated $65K.
Vickerman & Driscoll Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and held it in 4 quarters.
Vickerman & Driscoll Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $99K in Q4 2017.
527 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.