Winthrop Partners - WNY’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Winthrop Partners - WNY’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
2019 Q3	$82.8K	Hold	1,172	–	–	0.06%	154
2019 Q2	$83.6K	Sell	1,172 -24	-2%	-$1.67K	0.06%	130
2019 Q1	$82.2K	Hold	1,196	–	–	0.06%	131
2018 Q4	$68K	Hold	1,196	–	–	0.06%	133
2018 Q3	$81.1K	Hold	1,196	–	–	0.07%	149
2018 Q2	$75.8K	Sell	1,196 -454	-28%	-$28.6K	0.06%	159
2018 Q1	$99.4K	Buy	+1,650	New	+$103K	0.08%	161

Other funds holding IWP

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Winthrop Partners - WNY's IWP Position: Q3 2019 in Review

Winthrop Partners - WNY held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2019 at 1,172 shares worth $82.8K. The position accounts for 0.06% of the portfolio, ranked #154.

Winthrop Partners - WNY first reported a position in IWP in Q1 2018 and has held it in 7 quarters since. The position peaked at $99.4K in Q1 2018. 583 funds tracked by Wall St. Rank hold IWP as of Q3 2019.

Winthrop Partners - WNY held 1,172 shares of iShares Russell Mid-Cap Growth ETF worth $82.8K as of Q3 2019.
Winthrop Partners - WNY left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2019.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Winthrop Partners - WNY's portfolio in Q3 2019, its #154 holding.
Winthrop Partners - WNY first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and has held it in 7 quarters since.
Winthrop Partners - WNY's iShares Russell Mid-Cap Growth ETF position peaked at $99.4K in Q1 2018.
583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.