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

Concert Wealth Management’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
2017 Q2	–	Sell	-18,036	Closed	-$806K	–	295
2017 Q1	$806K	Sell	18,036 -6,332	-26%	-$294K	0.18%	164
2016 Q4	$1.09M	Sell	24,368 -4,368	-15%	-$191K	0.24%	119
2016 Q3	$1.25M	Sell	28,736 -2,776	-9%	-$120K	0.15%	167
2016 Q2	$1.33M	Buy	31,512 +1,668	+6%	+$68.9K	0.18%	159
2016 Q1	$1.22M	Sell	29,844 -8,308	-22%	-$316K	0.16%	165
2015 Q4	$1.53M	Buy	38,152 +356	+0.9%	+$14.5K	0.2%	121
2015 Q3	$1.47M	Buy	37,796 +564	+2%	+$23.4K	0.2%	125
2015 Q2	$1.58M	Buy	+37,232	New	+$1.62M	0.2%	122
2015 Q1	–	Sell	-16,640	Closed	-$698K	–	559
2014 Q4	$698K	Buy	+16,640	New	+$676K	0.11%	255
2014 Q3	–	Sell	-5,776	Closed	-$226K	–	569
2014 Q2	$226K	Buy	5,776 +64	+1%	+$2.5K	0.03%	484
2014 Q1	$216K	Buy	+5,712	New	+$217K	0.03%	485

Other funds holding IWR

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Concert Wealth Management's IWR Position: Q2 2017 in Review

Concert Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2017, closing a stake of 18,036 shares — an estimated $806K sold.

Concert Wealth Management first reported a position in IWR in Q1 2014 and held it in 11 quarters. The position peaked at $1.58M in Q2 2015. 573 funds tracked by Wall St. Rank hold IWR as of Q2 2017.

Concert Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 18,036 iShares Russell Mid-Cap ETF shares in Q2 2017, an estimated $806K.
Concert Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and held it in 11 quarters.
Concert Wealth Management's iShares Russell Mid-Cap ETF position peaked at $1.58M in Q2 2015.
573 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.