Wisconsin Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wisconsin Capital Management’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 Q4	$669K	Sell	14,350 -400	-3%	-$18.1K	0.24%	80
2014 Q3	$652K	Sell	14,750 -50	-0.3%	-$2.23K	0.24%	80
2014 Q2	$663K	Hold	14,800	–	–	0.24%	78
2014 Q1	$635K	Sell	14,800 -400	-3%	-$17K	0.24%	77
2013 Q4	$641K	Hold	15,200	–	–	0.25%	72
2013 Q3	$594K	Hold	15,200	–	–	0.25%	69
2013 Q2	$545K	Buy	+15,200	New	+$543K	0.23%	65

Other funds holding IWP

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Wisconsin Capital Management's IWP Position: Q4 2014 in Review

Wisconsin Capital Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.7% in Q4 2014, selling an estimated $18.1K and leaving 14,350 shares worth $669K. The position accounts for 0.24% of the portfolio, ranked #80.

Wisconsin Capital Management first reported a position in IWP in Q2 2013 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold IWP as of Q4 2014.

Wisconsin Capital Management held 14,350 shares of iShares Russell Mid-Cap Growth ETF worth $669K as of Q4 2014.
Wisconsin Capital Management sold 400 iShares Russell Mid-Cap Growth ETF shares in Q4 2014, an estimated $18.1K.
iShares Russell Mid-Cap Growth ETF made up 0.24% of Wisconsin Capital Management's portfolio in Q4 2014, its #80 holding.
Wisconsin Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.