Ancora Family Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$340K	Buy	7,792 +2,560	+49%	+$111K	0.12%	153
2016 Q2	$220K	Hold	5,232	–	–	0.08%	176
2016 Q1	$213K	Hold	5,232	–	–	0.09%	165
2015 Q4	$210K	Hold	5,232	–	–	0.09%	169
2015 Q3	$203K	Buy	+5,232	New	+$217K	0.08%	182

Other funds holding IWR

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TCT

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ancora Family Wealth Advisors's IWR Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 49% in Q3 2016, buying an estimated $111K and bringing the position to 7,792 shares worth $340K. The position accounts for 0.12% of the portfolio, ranked #153.

Ancora Family Wealth Advisors first reported a position in IWR in Q3 2015 and has held it in 5 quarters since. 497 funds tracked by Wall St. Rank hold IWR as of Q3 2016.

Ancora Family Wealth Advisors held 7,792 shares of iShares Russell Mid-Cap ETF worth $340K as of Q3 2016.
Ancora Family Wealth Advisors bought 2,560 iShares Russell Mid-Cap ETF shares in Q3 2016, an estimated $111K.
iShares Russell Mid-Cap ETF made up 0.12% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #153 holding.
Ancora Family Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2015 and has held it in 5 quarters since.
497 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.