Cleary Gull Holdings’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
TCT
Cleary Gull Holdings's IWR Position: Q1 2016 in Review
Cleary Gull Holdings reduced its iShares Russell Mid-Cap ETF (IWR) stake by 11% in Q1 2016, selling an estimated $580K and leaving 126,640 shares worth $5.16M. The position accounts for 3.49% of the portfolio, ranked #6.
Cleary Gull Holdings first reported a position in IWR in Q2 2015 and has held it in 4 quarters since. The position peaked at $5.68M in Q4 2015. 477 funds tracked by Wall St. Rank hold IWR as of Q1 2016.
- Cleary Gull Holdings held 126,640 shares of iShares Russell Mid-Cap ETF worth $5.16M as of Q1 2016.
- Cleary Gull Holdings sold 15,240 iShares Russell Mid-Cap ETF shares in Q1 2016, an estimated $580K.
- iShares Russell Mid-Cap ETF made up 3.49% of Cleary Gull Holdings's portfolio in Q1 2016, its #6 holding.
- Cleary Gull Holdings first reported a position in iShares Russell Mid-Cap ETF in Q2 2015 and has held it in 4 quarters since.
- Cleary Gull Holdings's iShares Russell Mid-Cap ETF position peaked at $5.68M in Q4 2015.
- 477 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2016.
Based on Cleary Gull Holdings's 13F filing for Q1 2016, filed 9 May 2016.