Bank Hapoalim BM’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bank Hapoalim BM’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 Q4	–	Sell	-4,400	Closed	-$192K	–	197
2016 Q3	$192K	Sell	4,400 -1,320	-23%	-$57.2K	0.05%	181
2016 Q2	$240K	Buy	+5,720	New	+$236K	0.06%	158
2015 Q3	–	Sell	-18,120	Closed	-$772K	–	172
2015 Q2	$772K	Buy	18,120 +9,280	+105%	+$403K	0.15%	99
2015 Q1	$269K	Sell	8,840 -19,520	-69%	-$830K	0.05%	144
2014 Q4	$1.18M	Sell	28,360 -9,080	-24%	-$369K	0.25%	72
2014 Q3	$1.48M	Sell	37,440 -1,140	-3%	-$45.9K	0.34%	59
2014 Q2	$1.57M	Buy	38,580 +60	+0.2%	+$2.34K	0.39%	51
2014 Q1	$1.47M	Sell	38,520 -280	-0.7%	-$10.6K	0.4%	45
2013 Q4	$1.46M	Buy	+38,800	New	+$1.4M	0.45%	46

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank Hapoalim BM's IWR Position: Q4 2016 in Review

Bank Hapoalim BM sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2016, closing a stake of 4,400 shares — an estimated $192K sold.

Bank Hapoalim BM first reported a position in IWR in Q4 2013 and held it in 9 quarters. The position peaked at $1.57M in Q2 2014. 547 funds tracked by Wall St. Rank hold IWR as of Q4 2016.

Bank Hapoalim BM reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2016 after selling out during the quarter.
Bank Hapoalim BM sold 4,400 iShares Russell Mid-Cap ETF shares in Q4 2016, an estimated $192K.
Bank Hapoalim BM first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and held it in 9 quarters.
Bank Hapoalim BM's iShares Russell Mid-Cap ETF position peaked at $1.57M in Q2 2014.
547 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2016.

Based on Bank Hapoalim BM's 13F filing for Q4 2016, filed 26 Jan 2017.