Eagle Boston Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Eagle Boston Investment 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
2019 Q2	–	Sell	-44,070	Closed	-$2.38M	–	108
2019 Q1	$2.38M	Buy	44,070 +540	+1%	+$28K	1.04%	37
2018 Q4	$2.02M	Buy	43,530 +1,482	+4%	+$74.8K	0.7%	63
2018 Q3	$2.32M	Buy	42,048 +5,168	+14%	+$283K	0.21%	101
2018 Q2	$1.96M	Buy	36,880 +1,392	+4%	+$73.3K	0.18%	103
2018 Q1	$1.83M	Buy	35,488 +6,368	+22%	+$336K	0.18%	104
2017 Q4	$1.51M	Buy	29,120 +5,692	+24%	+$289K	0.15%	108
2017 Q3	$1.16M	Buy	23,428 +16,960	+262%	+$819K	0.12%	112
2017 Q2	$310K	Buy	+6,468	New	+$307K	0.03%	123

Other funds holding IWR

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Eagle Boston Investment Management's IWR Position: Q2 2019 in Review

Eagle Boston Investment Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2019, closing a stake of 44,070 shares — an estimated $2.38M sold.

Eagle Boston Investment Management first reported a position in IWR in Q2 2017 and held it in 8 quarters. The position peaked at $2.38M in Q1 2019. 761 funds tracked by Wall St. Rank hold IWR as of Q2 2019.

Eagle Boston Investment Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
Eagle Boston Investment Management sold 44,070 iShares Russell Mid-Cap ETF shares in Q2 2019, an estimated $2.38M.
Eagle Boston Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and held it in 8 quarters.
Eagle Boston Investment Management's iShares Russell Mid-Cap ETF position peaked at $2.38M in Q1 2019.
761 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2019.

Based on Eagle Boston Investment Management's 13F filing for Q2 2019, filed 5 Aug 2019.