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Cutler Investment Counsel’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cutler Investment Counsel’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
2018
Q3 		– Sell
-6,320
Closed -$335K – 97
2018
Q2 		$335K Buy
+6,320
New +$333K 0.07% 68

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cutler Investment Counsel's IWR Position: Q3 2018 in Review

Cutler Investment Counsel sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2018, closing a stake of 6,320 shares — an estimated $335K sold.

Cutler Investment Counsel first reported a position in IWR in Q2 2018 and held it in 1 quarter. The position peaked at $335K in Q2 2018. 689 funds tracked by Wall St. Rank hold IWR as of Q3 2018.

  • Cutler Investment Counsel reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Cutler Investment Counsel sold 6,320 iShares Russell Mid-Cap ETF shares in Q3 2018, an estimated $335K.
  • Cutler Investment Counsel first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and held it in 1 quarter.
  • Cutler Investment Counsel's iShares Russell Mid-Cap ETF position peaked at $335K in Q2 2018.
  • 689 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2018.

Based on Cutler Investment Counsel's 13F filing for Q3 2018, filed 14 Nov 2018.