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

Wilmington Trust’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 		$57.9M Buy
1,291,956
+198,580
+18% +$8.54M 0.96% 20
2014
Q1 		$46.9M Buy
1,093,376
+277,424
+34% +$11.8M 0.81% 24
2013
Q4 		$34.4M Buy
815,952
+74,912
+10% +$3.03M 0.58% 37
2013
Q3 		$29M Buy
741,040
+164,218
+28% +$6.26M 0.51% 38
2013
Q2 		$20.7M Buy
+576,822
New +$20.6M 0.42% 50

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
U
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Wilmington Trust's IWP Position: Q2 2014 in Review

Wilmington Trust increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 18% in Q2 2014, buying an estimated $8.54M and bringing the position to 1,291,956 shares worth $57.9M. The position accounts for 0.96% of the portfolio, ranked #20.

Wilmington Trust first reported a position in IWP in Q2 2013 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold IWP as of Q2 2014.

  • Wilmington Trust held 1,291,956 shares of iShares Russell Mid-Cap Growth ETF worth $57.9M as of Q2 2014.
  • Wilmington Trust bought 198,580 iShares Russell Mid-Cap Growth ETF shares in Q2 2014, an estimated $8.54M.
  • iShares Russell Mid-Cap Growth ETF made up 0.96% of Wilmington Trust's portfolio in Q2 2014, its #20 holding.
  • Wilmington Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 5 quarters since.
  • 274 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2014.

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