Winslow Evans & Crocker’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Winslow Evans & Crocker’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 Q1	–	Sell	-420	Closed	-$20.5K	–	1260
2016 Q4	$20.5K	Hold	420	–	–	0.01%	713
2016 Q3	$20.4K	Hold	420	–	–	0.01%	724
2016 Q2	$19.7K	Hold	420	–	–	0.01%	697
2016 Q1	$19.4K	Hold	420	–	–	0.01%	709
2015 Q4	$19.3K	Hold	420	–	–	0.01%	756
2015 Q3	$18.6K	Hold	420	–	–	0.01%	743
2015 Q2	$20.3K	Hold	420	–	–	0.01%	756
2015 Q1	$20.6K	Hold	420	–	–	0.01%	726
2014 Q4	$19.6K	Hold	420	–	–	0.01%	735
2014 Q3	$18.6K	Hold	420	–	–	0.01%	751
2014 Q2	$18.8K	Hold	420	–	–	0.01%	697
2014 Q1	$18K	Hold	420	–	–	0.01%	699
2013 Q4	$18K	Buy	+420	New	+$17K	0.01%	729

Other funds holding IWP

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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

TAIM

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

Winslow Evans & Crocker's IWP Position: Q1 2017 in Review

Winslow Evans & Crocker sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2017, closing a stake of 420 shares — an estimated $20.5K sold.

Winslow Evans & Crocker first reported a position in IWP in Q4 2013 and held it in 13 quarters. The position peaked at $20.6K in Q1 2015. 406 funds tracked by Wall St. Rank hold IWP as of Q1 2017.

Winslow Evans & Crocker reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 420 iShares Russell Mid-Cap Growth ETF shares in Q1 2017, an estimated $20.5K.
Winslow Evans & Crocker first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and held it in 13 quarters.
Winslow Evans & Crocker's iShares Russell Mid-Cap Growth ETF position peaked at $20.6K in Q1 2015.
406 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2017.

Based on Winslow Evans & Crocker's 13F filing for Q1 2017, filed 14 Apr 2017.