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Bruderman Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bruderman Asset 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
-240
Closed -$12K – 225
2017
Q2 		$12K Buy
+240
New +$11.4K ﹤0.01% 304
2016
Q1 		– Sell
-224
Closed -$9K – 400
2015
Q4 		$9K Buy
+224
New +$9.13K ﹤0.01% 345

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

Bruderman Asset Management's IWR Position: Q3 2017 in Review

Bruderman Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2017, closing a stake of 240 shares — an estimated $12K sold.

Bruderman Asset Management first reported a position in IWR in Q4 2015 and held it in 2 quarters. The position peaked at $12K in Q2 2017. 572 funds tracked by Wall St. Rank hold IWR as of Q3 2017.

  • Bruderman Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Bruderman Asset Management sold 240 iShares Russell Mid-Cap ETF shares in Q3 2017, an estimated $12K.
  • Bruderman Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and held it in 2 quarters.
  • Bruderman Asset Management's iShares Russell Mid-Cap ETF position peaked at $12K in Q2 2017.
  • 572 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2017.

Based on Bruderman Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.