BP
IWR icon

Banyan Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Banyan Partners’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
Q1 		– Sell
-26,100
Closed -$979K – 409
2013
Q4 		$979K Sell
26,100
-420
-2% -$15.2K 0.07% 233
2013
Q3 		$922K Buy
+26,520
New +$906K 0.08% 186

Other funds holding IWR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Banyan Partners's IWR Position: Q1 2014 in Review

Banyan Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2014, closing a stake of 26,100 shares — an estimated $979K sold.

Banyan Partners first reported a position in IWR in Q3 2013 and held it in 2 quarters. The position peaked at $979K in Q4 2013. 397 funds tracked by Wall St. Rank hold IWR as of Q1 2014.

  • Banyan Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2014 after selling out during the quarter.
  • Banyan Partners sold 26,100 iShares Russell Mid-Cap ETF shares in Q1 2014, an estimated $979K.
  • Banyan Partners first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and held it in 2 quarters.
  • Banyan Partners's iShares Russell Mid-Cap ETF position peaked at $979K in Q4 2013.
  • 397 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2014.

Based on Banyan Partners's 13F filing for Q1 2014, filed 13 May 2014.