Curian Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Curian Capital’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
2016 Q1	–	Sell	-32,816	Closed	-$1.31M	–	201
2015 Q4	$1.31M	Sell	32,816 -88,252	-73%	-$3.6M	0.1%	208
2015 Q3	$4.71M	Sell	121,068 -83,568	-41%	-$3.46M	0.13%	187
2015 Q2	$8.71M	Buy	204,636 +32,664	+19%	+$1.42M	0.15%	178
2015 Q1	$7.44M	Sell	171,972 -26,836	-13%	-$1.14M	0.12%	194
2014 Q4	$8.3M	Buy	198,808 +3,908	+2%	+$159K	0.14%	179
2014 Q3	$7.71M	Sell	194,900 -8,436	-4%	-$340K	0.14%	189
2014 Q2	$8.26M	Buy	203,336 +71,176	+54%	+$2.78M	0.15%	175
2014 Q1	$5.11M	Sell	132,160 -63,296	-32%	-$2.4M	0.09%	227
2013 Q4	$7.33M	Buy	195,456 +48,960	+33%	+$1.77M	0.13%	177
2013 Q3	$5.09M	Sell	146,496 -31,688	-18%	-$1.08M	0.09%	202
2013 Q2	$5.79M	Buy	+178,184	New	+$5.78M	0.1%	180

Other funds holding IWR

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Curian Capital's IWR Position: Q1 2016 in Review

Curian Capital sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2016, closing a stake of 32,816 shares — an estimated $1.31M sold.

Curian Capital first reported a position in IWR in Q2 2013 and held it in 11 quarters. The position peaked at $8.71M in Q2 2015. 477 funds tracked by Wall St. Rank hold IWR as of Q1 2016.

Curian Capital reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
Curian Capital sold 32,816 iShares Russell Mid-Cap ETF shares in Q1 2016, an estimated $1.31M.
Curian Capital first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 11 quarters.
Curian Capital's iShares Russell Mid-Cap ETF position peaked at $8.71M in Q2 2015.
477 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.