Winfield Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Winfield Associates’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 Q1	–	Sell	-1,000	Closed	-$61K	–	375
2017 Q4	$61K	Hold	1,000	–	–	0.03%	186
2017 Q3	$57K	Hold	1,000	–	–	0.03%	189
2017 Q2	$54K	Hold	1,000	–	–	0.03%	189
2017 Q1	$52K	Hold	1,000	–	–	0.03%	184
2016 Q4	$49K	Hold	1,000	–	–	0.03%	183
2016 Q3	$49K	Hold	1,000	–	–	0.03%	177
2016 Q2	$47K	Hold	1,000	–	–	0.03%	177
2016 Q1	$46K	Hold	1,000	–	–	0.03%	180
2015 Q4	$46K	Hold	1,000	–	–	0.03%	162
2015 Q3	$44K	Hold	1,000	–	–	0.03%	163
2015 Q2	$48K	Hold	1,000	–	–	0.03%	166
2015 Q1	$49K	Buy	1,000 +400	+67%	+$19.1K	0.03%	166
2014 Q4	$28K	Hold	600	–	–	0.02%	187
2014 Q3	$27K	Hold	600	–	–	0.02%	184
2014 Q2	$26K	Hold	600	–	–	0.02%	196
2014 Q1	$26K	Hold	600	–	–	0.02%	187
2013 Q4	$25K	Buy	+600	New	+$24.3K	0.02%	192

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Winfield Associates's IWP Position: Q1 2018 in Review

Winfield Associates sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2018, closing a stake of 1,000 shares — an estimated $61K sold.

Winfield Associates first reported a position in IWP in Q4 2013 and held it in 17 quarters. The position peaked at $61K in Q4 2017. 492 funds tracked by Wall St. Rank hold IWP as of Q1 2018.

Winfield Associates reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 1,000 iShares Russell Mid-Cap Growth ETF shares in Q1 2018, an estimated $61K.
Winfield Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and held it in 17 quarters.
Winfield Associates's iShares Russell Mid-Cap Growth ETF position peaked at $61K in Q4 2017.
492 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.