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Bellwether Investment Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-920
Closed -$43K – 332
2017
Q1 		$43K Hold
920
– – 0.11% 163
2016
Q4 		$41K Buy
+920
New +$40.2K 0.04% 303

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bellwether Investment Group's IWR Position: Q2 2017 in Review

Bellwether Investment Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2017, closing a stake of 920 shares — an estimated $43K sold.

Bellwether Investment Group first reported a position in IWR in Q4 2016 and held it in 2 quarters. The position peaked at $43K in Q1 2017. 573 funds tracked by Wall St. Rank hold IWR as of Q2 2017.

  • Bellwether Investment Group reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 920 iShares Russell Mid-Cap ETF shares in Q2 2017, an estimated $43K.
  • Bellwether Investment Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's iShares Russell Mid-Cap ETF position peaked at $43K in Q1 2017.
  • 573 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.