Capital Guardian Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-2,000
Closed -$94K 370
2017
Q1
$94K Sell
2,000
-1,600
-44% -$74.2K ﹤0.01% 392
2016
Q4
$161K Buy
+3,600
New +$157K ﹤0.01% 361
2014
Q2
Sell
-4,320
Closed -$167K 560
2014
Q1
$167K Buy
+4,320
New +$164K ﹤0.01% 319

Other funds holding IWR

Capital Guardian Trust's IWR Position: Q2 2017 in Review

Capital Guardian Trust sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2017, closing a stake of 2,000 shares — an estimated $94K sold.

Capital Guardian Trust first reported a position in IWR in Q1 2014 and held it in 3 quarters. The position peaked at $167K in Q1 2014. 573 funds tracked by Wall St. Rank hold IWR as of Q2 2017.

  • Capital Guardian Trust reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Capital Guardian Trust sold 2,000 iShares Russell Mid-Cap ETF shares in Q2 2017, an estimated $94K.
  • Capital Guardian Trust first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and held it in 3 quarters.
  • Capital Guardian Trust's iShares Russell Mid-Cap ETF position peaked at $167K in Q1 2014.
  • 573 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2017.

Based on Capital Guardian Trust's 13F filing for Q2 2017, filed 14 Aug 2017.