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WESPAC Advisors SoCal’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WESPAC Advisors SoCal’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
Q4 		– Hold
0
– – – 81
2016
Q2 		– Sell
-106
Closed -$4.88K – 295
2016
Q1 		$4.88K Buy
+106
New +$4.58K ﹤0.01% 242

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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

WESPAC Advisors SoCal's IWP Position: Q4 2018 in Review

WESPAC Advisors SoCal held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2018 at 0 shares worth $181K. The position accounts for 0.11% of the portfolio, ranked #81.

WESPAC Advisors SoCal first reported a position in IWP in Q1 2016 and has held it in 1 quarter since. The position peaked at $4.88K in Q1 2016. 528 funds tracked by Wall St. Rank hold IWP as of Q4 2018.

  • WESPAC Advisors SoCal held 0 shares of iShares Russell Mid-Cap Growth ETF worth $181K as of Q4 2018.
  • WESPAC Advisors SoCal left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2018.
  • iShares Russell Mid-Cap Growth ETF made up 0.11% of WESPAC Advisors SoCal's portfolio in Q4 2018, its #81 holding.
  • WESPAC Advisors SoCal first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2016 and has held it in 1 quarter since.
  • WESPAC Advisors SoCal's iShares Russell Mid-Cap Growth ETF position peaked at $4.88K in Q1 2016.
  • 528 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2018, filed 7 Feb 2019.