VIA
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Virtus Investment Advisers’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Virtus Investment Advisers’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 		– Sell
-30,890
Closed -$1.5M – 26
2015
Q2 		$1.5M Buy
30,890
+5,300
+21% +$262K 1.86% 11
2015
Q1 		$1.25M Buy
25,590
+9,250
+57% +$441K 0.84% 9
2014
Q4 		$762K Buy
16,340
+1,060
+7% +$47.9K 0.4% 8
2014
Q3 		$675K Sell
15,280
-520
-3% -$23.2K 0.31% 12
2014
Q2 		$708K Buy
15,800
+1,660
+12% +$71.3K 0.29% 12
2014
Q1 		$607K Buy
14,140
+1,040
+8% +$44.3K 0.27% 10
2013
Q4 		$553K Sell
13,100
-60
-0.5% -$2.42K 0.23% 13
2013
Q3 		$515K Buy
13,160
+940
+8% +$35.8K 0.24% 11
2013
Q2 		$438K Buy
+12,220
New +$437K 0.22% 13

Other funds holding IWP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return