Braver Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Braver Wealth Management’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	$4.39M	Sell	98,192 -18,112	-16%	-$792K	0.71%	43
2016 Q3	$5.07M	Buy	116,304 +516	+0.4%	+$22.4K	0.85%	32
2016 Q2	$4.87M	Sell	115,788 -6,432	-5%	-$266K	0.83%	28
2016 Q1	$4.98M	Buy	122,220 +1,700	+1%	+$64.7K	0.82%	33
2015 Q4	$4.83M	Buy	120,520 +58,340	+94%	+$2.38M	0.99%	24
2015 Q3	$2.42M	Buy	62,180 +16,400	+36%	+$679K	0.6%	49
2015 Q2	$1.95M	Sell	45,780 -1,572	-3%	-$68.4K	0.47%	49
2015 Q1	$2.05M	Sell	47,352 -6,836	-13%	-$291K	0.42%	47
2014 Q4	$2.26M	Buy	54,188 +1,180	+2%	+$47.9K	0.46%	35
2014 Q3	$2.1M	Buy	53,008 +492	+0.9%	+$19.8K	0.63%	26
2014 Q2	$2.13M	Buy	52,516 +368	+0.7%	+$14.3K	0.55%	32
2014 Q1	$2.02M	Buy	52,148 +356	+0.7%	+$13.5K	0.58%	26
2013 Q4	$1.94M	Buy	51,792 +156	+0.3%	+$5.64K	0.67%	24
2013 Q3	$1.79M	Buy	51,636 +1,836	+4%	+$62.7K	0.62%	27
2013 Q2	$1.62M	Buy	+49,800	New	+$1.61M	0.74%	25

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

Braver Wealth Management's IWR Position: Q4 2016 in Review

Braver Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 16% in Q4 2016, selling an estimated $792K and leaving 98,192 shares worth $4.39M. The position accounts for 0.71% of the portfolio, ranked #43.

Braver Wealth Management first reported a position in IWR in Q2 2013 and has held it in 15 quarters since. The position peaked at $5.07M in Q3 2016. 547 funds tracked by Wall St. Rank hold IWR as of Q4 2016.

Braver Wealth Management held 98,192 shares of iShares Russell Mid-Cap ETF worth $4.39M as of Q4 2016.
Braver Wealth Management sold 18,112 iShares Russell Mid-Cap ETF shares in Q4 2016, an estimated $792K.
iShares Russell Mid-Cap ETF made up 0.71% of Braver Wealth Management's portfolio in Q4 2016, its #43 holding.
Braver Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 15 quarters since.
Braver Wealth Management's iShares Russell Mid-Cap ETF position peaked at $5.07M in Q3 2016.
547 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.