Advocacy Wealth Management Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-260
Closed -$10K 536
2015
Q4
$10K Buy
+260
New +$10.6K 0.01% 345
2013
Q3
$407K Sell
11,700
-400
-3% -$13.7K 1.11% 23
2013
Q2
$393K Buy
+12,100
New +$392K 1.57% 13

Other funds holding IWR

Advocacy Wealth Management Services's IWR Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2016, closing a stake of 260 shares — an estimated $10K sold.

Advocacy Wealth Management Services first reported a position in IWR in Q2 2013 and held it in 3 quarters. The position peaked at $407K in Q3 2013. 477 funds tracked by Wall St. Rank hold IWR as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 260 iShares Russell Mid-Cap ETF shares in Q1 2016, an estimated $10K.
  • Advocacy Wealth Management Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 3 quarters.
  • Advocacy Wealth Management Services's iShares Russell Mid-Cap ETF position peaked at $407K in Q3 2013.
  • 477 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.