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WBI Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WBI Investments’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
Q1 		– Sell
-5,444
Closed -$328K – 256
2017
Q4 		$328K Buy
+5,444
New +$320K 0.02% 264
2014
Q4 		– Sell
-9,902
Closed -$437K – 208
2014
Q3 		$437K Buy
+9,902
New +$442K 0.01% 155

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WBI Investments's IWP Position: Q1 2018 in Review

WBI Investments sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2018, closing a stake of 5,444 shares — an estimated $328K sold.

WBI Investments first reported a position in IWP in Q3 2014 and held it in 2 quarters. The position peaked at $437K in Q3 2014. 492 funds tracked by Wall St. Rank hold IWP as of Q1 2018.

  • WBI Investments reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • WBI Investments sold 5,444 iShares Russell Mid-Cap Growth ETF shares in Q1 2018, an estimated $328K.
  • WBI Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2014 and held it in 2 quarters.
  • WBI Investments's iShares Russell Mid-Cap Growth ETF position peaked at $437K in Q3 2014.
  • 492 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2018.

Based on WBI Investments's 13F filing for Q1 2018, filed 10 May 2018.