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

Cleary Gull’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
2015 Q1	$1.01M	Buy	+23,400	New	+$995K	0.96%	12

Other funds holding IWR

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

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

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

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

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

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Cleary Gull's IWR Position: Q1 2015 in Review

Cleary Gull opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q1 2015: 23,400 shares worth $1.01M. The stake represents 0.96% of the portfolio and ranks #12 among its holdings.

446 funds tracked by Wall St. Rank hold IWR as of Q1 2015.

Cleary Gull held 23,400 shares of iShares Russell Mid-Cap ETF worth $1.01M as of Q1 2015.
iShares Russell Mid-Cap ETF was a new Cleary Gull position in Q1 2015.
iShares Russell Mid-Cap ETF made up 0.96% of Cleary Gull's portfolio in Q1 2015, its #12 holding.
446 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.