WP Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WP Advisors’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 Q2	–	Sell	-452	Closed	-$307	–	114
2019 Q1	$307	Buy	+452	New	+$29K	0.03%	152
2018 Q4	–	Sell	-290	Closed	-$20K	–	151
2018 Q3	$20K	Buy	290 +2	+0.7%	+$133	0.02%	181
2018 Q2	$18K	Buy	+288	New	+$18.1K	0.02%	199

Other funds holding IWP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

WP Advisors's IWP Position: Q2 2019 in Review

WP Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2019, closing a stake of 452 shares — an estimated $307 sold.

WP Advisors first reported a position in IWP in Q2 2018 and held it in 3 quarters. The position peaked at $20K in Q3 2018. 590 funds tracked by Wall St. Rank hold IWP as of Q2 2019.

WP Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
WP Advisors sold 452 iShares Russell Mid-Cap Growth ETF shares in Q2 2019, an estimated $307.
WP Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2018 and held it in 3 quarters.
WP Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $20K in Q3 2018.
590 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.