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

Wealthfront’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
Q2 		– Sell
-62
Closed -$3K – 1345
2015
Q1 		$3K Buy
+62
New +$2.96K ﹤0.01% 916

Other funds holding IWP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthfront's IWP Position: Q2 2015 in Review

Wealthfront sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2015, closing a stake of 62 shares — an estimated $3K sold.

Wealthfront first reported a position in IWP in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 316 funds tracked by Wall St. Rank hold IWP as of Q2 2015.

  • Wealthfront reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthfront sold 62 iShares Russell Mid-Cap Growth ETF shares in Q2 2015, an estimated $3K.
  • Wealthfront first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2015 and held it in 1 quarter.
  • Wealthfront's iShares Russell Mid-Cap Growth ETF position peaked at $3K in Q1 2015.
  • 316 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.