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Community Financial System’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Community Financial System’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
2014
Q2 		– Sell
-308
Closed -$12K – 402
2014
Q1 		$12K Hold
308
– – ﹤0.01% 328
2013
Q4 		$12K Buy
+308
New +$11.1K ﹤0.01% 316

Other funds holding IWR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Community Financial System's IWR Position: Q2 2014 in Review

Community Financial System sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2014, closing a stake of 308 shares — an estimated $12K sold.

Community Financial System first reported a position in IWR in Q4 2013 and held it in 2 quarters. The position peaked at $12K in Q1 2014. 395 funds tracked by Wall St. Rank hold IWR as of Q2 2014.

  • Community Financial System reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2014 after selling out during the quarter.
  • Community Financial System sold 308 iShares Russell Mid-Cap ETF shares in Q2 2014, an estimated $12K.
  • Community Financial System first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and held it in 2 quarters.
  • Community Financial System's iShares Russell Mid-Cap ETF position peaked at $12K in Q1 2014.
  • 395 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2014.

Based on Community Financial System's 13F filing for Q2 2014, filed 25 Jul 2014.