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Boston Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Boston 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
2014
Q2 		– Sell
-70,100
Closed -$2.71M – 591
2014
Q1 		$2.71M Sell
70,100
-3,932
-5% -$149K 0.12% 181
2013
Q4 		$2.78M Sell
74,032
-3,808
-5% -$138K 0.13% 156
2013
Q3 		$2.71M Buy
+77,840
New +$2.66M 0.14% 147

Other funds holding IWR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Advisors's IWR Position: Q2 2014 in Review

Boston Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2014, closing a stake of 70,100 shares — an estimated $2.71M sold.

Boston Advisors first reported a position in IWR in Q3 2013 and held it in 3 quarters. The position peaked at $2.78M in Q4 2013. 395 funds tracked by Wall St. Rank hold IWR as of Q2 2014.

  • Boston Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2014 after selling out during the quarter.
  • Boston Advisors sold 70,100 iShares Russell Mid-Cap ETF shares in Q2 2014, an estimated $2.71M.
  • Boston Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and held it in 3 quarters.
  • Boston Advisors's iShares Russell Mid-Cap ETF position peaked at $2.78M in Q4 2013.
  • 395 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2014.

Based on Boston Advisors's 13F filing for Q2 2014, filed 23 Jul 2014.