CFO4Life’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CFO4Life’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 Q1	–	Sell	-65,460	Closed	-$2.62M	–	96
2015 Q4	$2.62M	Sell	65,460 -1,244	-2%	-$50.7K	2.49%	4
2015 Q3	$2.59M	Sell	66,704 -27,576	-29%	-$1.14M	2.76%	4
2015 Q2	$4.01M	Sell	94,280 -2,924	-3%	-$127K	3.35%	6
2015 Q1	$4.21M	Sell	97,204 -120,744	-55%	-$5.13M	3.5%	5
2014 Q4	$9.1M	Buy	+217,948	New	+$8.85M	7.51%	3

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFO4Life's IWR Position: Q1 2016 in Review

CFO4Life sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2016, closing a stake of 65,460 shares — an estimated $2.62M sold.

CFO4Life first reported a position in IWR in Q4 2014 and held it in 5 quarters. The position peaked at $9.1M in Q4 2014. 477 funds tracked by Wall St. Rank hold IWR as of Q1 2016.

CFO4Life reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
CFO4Life sold 65,460 iShares Russell Mid-Cap ETF shares in Q1 2016, an estimated $2.62M.
CFO4Life first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and held it in 5 quarters.
CFO4Life's iShares Russell Mid-Cap ETF position peaked at $9.1M in Q4 2014.
477 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2016.

Based on CFO4Life's 13F filing for Q1 2016, filed 13 May 2016.