Wilmington Trust Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wilmington Trust Investment Management’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
2014 Q2	$2.7M	Buy	61,074 +1,744	+3%	+$75K	0.55%	23
2014 Q1	$2.52M	Buy	59,330 +33,334	+128%	+$1.42M	0.51%	26
2013 Q4	$1.09M	Buy	25,996 +5,540	+27%	+$224K	0.22%	75
2013 Q3	$801K	Sell	20,456 -336	-2%	-$12.8K	0.17%	106
2013 Q2	$753K	Buy	+20,792	New	+$743K	0.16%	101

Other funds holding IWP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Wilmington Trust Investment Management's IWP Position: Q2 2014 in Review

Wilmington Trust Investment Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.9% in Q2 2014, buying an estimated $75K and bringing the position to 61,074 shares worth $2.7M. The position accounts for 0.55% of the portfolio, ranked #23.

Wilmington Trust Investment Management first reported a position in IWP in Q2 2013 and has held it in 5 quarters since. 275 funds tracked by Wall St. Rank hold IWP as of Q2 2014.

Wilmington Trust Investment Management held 61,074 shares of iShares Russell Mid-Cap Growth ETF worth $2.7M as of Q2 2014.
Wilmington Trust Investment Management bought 1,744 iShares Russell Mid-Cap Growth ETF shares in Q2 2014, an estimated $75K.
iShares Russell Mid-Cap Growth ETF made up 0.55% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #23 holding.
Wilmington Trust Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 5 quarters since.
275 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.