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

WealthShield’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
2017 Q4	$34K	Buy	+562	New	+$33K	0.02%	165

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

WealthShield's IWP Position: Q4 2017 in Review

WealthShield opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2017: 562 shares worth $34K. The stake represents 0.02% of the portfolio and ranks #165 among its holdings.

481 funds tracked by Wall St. Rank hold IWP as of Q4 2017.

WealthShield held 562 shares of iShares Russell Mid-Cap Growth ETF worth $34K as of Q4 2017.
iShares Russell Mid-Cap Growth ETF was a new WealthShield position in Q4 2017.
iShares Russell Mid-Cap Growth ETF made up 0.02% of WealthShield's portfolio in Q4 2017, its #165 holding.
481 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.