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

WFG Advisors’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 Q2	$121K	Buy	2,238 +1,636	+272%	+$87.1K	0.03%	486
2017 Q1	$31K	Sell	602 -1,384	-70%	-$70.7K	0.01%	785
2016 Q4	$97K	Sell	1,986 -2,450	-55%	-$118K	0.02%	528
2016 Q3	$216K	Hold	4,436	–	–	0.05%	354
2016 Q2	$208K	Sell	4,436 -318	-7%	-$14.7K	0.06%	330
2016 Q1	$219K	Buy	4,754 +3,818	+408%	+$165K	0.06%	280
2015 Q4	$43K	Sell	936 -5,076	-84%	-$236K	0.01%	706
2015 Q3	$266K	Buy	6,012 +304	+5%	+$14.4K	0.08%	234
2015 Q2	$276K	Buy	5,708 +70	+1%	+$3.46K	0.08%	263
2015 Q1	$276K	Sell	5,638 -980	-15%	-$46.8K	0.08%	268
2014 Q4	$309K	Sell	6,618 -1,078	-14%	-$48.8K	0.06%	329
2014 Q3	$340K	Buy	7,696 +2	+0%	+$89	0.06%	335
2014 Q2	$345K	Hold	7,694	–	–	0.06%	337
2014 Q1	$330K	Sell	7,694 -2,106	-21%	-$89.7K	0.07%	330
2013 Q4	$413K	Buy	9,800 +62	+0.6%	+$2.51K	0.06%	348
2013 Q3	$381K	Sell	9,738 -30,624	-76%	-$1.17M	0.06%	336
2013 Q2	$1.45M	Buy	+40,362	New	+$1.44M	0.24%	107

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

WFG Advisors's IWP Position: Q2 2017 in Review

WFG Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 272% in Q2 2017, buying an estimated $87.1K and bringing the position to 2,238 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #486.

WFG Advisors first reported a position in IWP in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.45M in Q2 2013. 409 funds tracked by Wall St. Rank hold IWP as of Q2 2017.

WFG Advisors held 2,238 shares of iShares Russell Mid-Cap Growth ETF worth $121K as of Q2 2017.
WFG Advisors bought 1,636 iShares Russell Mid-Cap Growth ETF shares in Q2 2017, an estimated $87.1K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #486 holding.
WFG Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.45M in Q2 2013.
409 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.