Weatherstone Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-37,532
Closed -$1.84M 81
2015
Q1
$1.84M Sell
37,532
-5,544
-13% -$265K 1.13% 23
2014
Q4
$2.01M Buy
+43,076
New +$1.95M 1.17% 20

Other funds holding IWP

Weatherstone Capital Management's IWP Position: Q2 2015 in Review

Weatherstone Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2015, closing a stake of 37,532 shares — an estimated $1.84M sold.

Weatherstone Capital Management first reported a position in IWP in Q4 2014 and held it in 2 quarters. The position peaked at $2.01M in Q4 2014. 316 funds tracked by Wall St. Rank hold IWP as of Q2 2015.

  • Weatherstone Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2015 after selling out during the quarter.
  • Weatherstone Capital Management sold 37,532 iShares Russell Mid-Cap Growth ETF shares in Q2 2015, an estimated $1.84M.
  • Weatherstone Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and held it in 2 quarters.
  • Weatherstone Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $2.01M in Q4 2014.
  • 316 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2015.

Based on Weatherstone Capital Management's 13F filing for Q2 2015, filed 11 Aug 2015.