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

Cobiz Wealth’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
2013 Q3	–	Sell	-2,668	Closed	-$87K	–	237
2013 Q2	$87K	Buy	+2,668	New	+$86.5K	0.02%	142

Other funds holding IWR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cobiz Wealth's IWR Position: Q3 2013 in Review

Cobiz Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2013, closing a stake of 2,668 shares — an estimated $87K sold.

Cobiz Wealth first reported a position in IWR in Q2 2013 and held it in 1 quarter. The position peaked at $87K in Q2 2013. 341 funds tracked by Wall St. Rank hold IWR as of Q3 2013.

Cobiz Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 2,668 iShares Russell Mid-Cap ETF shares in Q3 2013, an estimated $87K.
Cobiz Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's iShares Russell Mid-Cap ETF position peaked at $87K in Q2 2013.
341 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.