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Winchester Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Winchester Group’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
2013
Q3 		$453K Hold
11,600
– – 0.1% 149
2013
Q2 		$416K Buy
+11,600
New +$415K 0.09% 158

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Winchester Group's IWP Position: Q3 2013 in Review

Winchester Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2013 at 11,600 shares worth $453K. The position accounts for 0.1% of the portfolio, ranked #149.

Winchester Group first reported a position in IWP in Q2 2013 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold IWP as of Q3 2013.

  • Winchester Group held 11,600 shares of iShares Russell Mid-Cap Growth ETF worth $453K as of Q3 2013.
  • Winchester Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2013.
  • iShares Russell Mid-Cap Growth ETF made up 0.1% of Winchester Group's portfolio in Q3 2013, its #149 holding.
  • Winchester Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.