1919 Investment Counsel’s iShares Russell Mid-Cap ETF IWR Stock Holding History

1919 Investment Counsel’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$320K	Buy	8,064 +988	+14%	+$39.8K	0.01%	495
2014 Q2	$288K	Hold	7,076	–	–	0.01%	505
2014 Q1	$274K	Hold	7,076	–	–	0.01%	498
2013 Q4	$266K	Buy	7,076 +6,484	+1,095%	+$234K	0.01%	499
2013 Q3	$21K	Sell	592 -208	-26%	-$7.11K	﹤0.01%	790
2013 Q2	$26K	Buy	+800	New	+$25.9K	﹤0.01%	748

Other funds holding IWR

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

1919 Investment Counsel's IWR Position: Q3 2014 in Review

1919 Investment Counsel increased its iShares Russell Mid-Cap ETF (IWR) stake by 14% in Q3 2014, buying an estimated $39.8K and bringing the position to 8,064 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #495.

1919 Investment Counsel first reported a position in IWR in Q2 2013 and has held it in 6 quarters since. 394 funds tracked by Wall St. Rank hold IWR as of Q3 2014.

1919 Investment Counsel held 8,064 shares of iShares Russell Mid-Cap ETF worth $320K as of Q3 2014.
1919 Investment Counsel bought 988 iShares Russell Mid-Cap ETF shares in Q3 2014, an estimated $39.8K.
iShares Russell Mid-Cap ETF made up 0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #495 holding.
1919 Investment Counsel first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 6 quarters since.
394 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.