Bridgewater Wealth & Financial Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bridgewater Wealth & Financial 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
2017 Q3	–	Sell	-6,184	Closed	-$297K	–	70
2017 Q2	$297K	Sell	6,184 -152	-2%	-$7.21K	0.1%	82
2017 Q1	$296K	Hold	6,336	–	–	0.11%	80
2016 Q4	$283K	Sell	6,336 -940	-13%	-$41.1K	0.11%	84
2016 Q3	$317K	Hold	7,276	–	–	0.12%	77
2016 Q2	$306K	Sell	7,276 -1,856	-20%	-$76.6K	0.11%	80
2016 Q1	$372K	Hold	9,132	–	–	0.14%	70
2015 Q4	$366K	Sell	9,132 -620	-6%	-$25.3K	0.14%	61
2015 Q3	$379K	Hold	9,752	–	–	0.16%	60
2015 Q2	$415K	Hold	9,752	–	–	0.18%	58
2015 Q1	$422K	Buy	9,752 +48	+0.5%	+$2.04K	0.18%	58
2014 Q4	$405K	Buy	+9,704	New	+$394K	0.16%	71

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Bridgewater Wealth & Financial Management's IWR Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2017, closing a stake of 6,184 shares — an estimated $297K sold.

Bridgewater Wealth & Financial Management first reported a position in IWR in Q4 2014 and held it in 11 quarters. The position peaked at $422K in Q1 2015. 572 funds tracked by Wall St. Rank hold IWR as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 6,184 iShares Russell Mid-Cap ETF shares in Q3 2017, an estimated $297K.
Bridgewater Wealth & Financial Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and held it in 11 quarters.
Bridgewater Wealth & Financial Management's iShares Russell Mid-Cap ETF position peaked at $422K in Q1 2015.
572 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.