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Estate Counselors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Estate Counselors’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
Q1 		– Sell
-17,988
Closed -$936K – 71
2017
Q4 		$936K Hold
17,988
– – 0.19% 52
2017
Q3 		$887K Sell
17,988
-2,400
-12% -$116K 0.18% 48
2017
Q2 		$979K Sell
20,388
-1,400
-6% -$66.4K 0.22% 50
2017
Q1 		$1.02M Sell
21,788
-15,432
-41% -$715K 0.26% 50
2016
Q4 		$1.66M Buy
37,220
+400
+1% +$17.5K 0.46% 51
2016
Q3 		$1.6M Buy
36,820
+2,000
+6% +$86.7K 0.62% 37
2016
Q2 		$1.46M Hold
34,820
– – 0.58% 38
2016
Q1 		$1.42M Sell
34,820
-3,880
-10% -$148K 0.63% 36
2015
Q4 		$1.55M Sell
38,700
-5,000
-11% -$204K 0.63% 38
2015
Q3 		$1.7M Sell
43,700
-2,400
-5% -$99.4K 0.68% 34
2015
Q2 		$1.96M Hold
46,100
– – 0.68% 30
2015
Q1 		$2M Sell
46,100
-2,140
-4% -$91K 0.71% 30
2014
Q4 		$2.02M Hold
48,240
– – 0.71% 33
2014
Q3 		$1.91M Hold
48,240
– – 0.74% 31
2014
Q2 		$1.96M Sell
48,240
-160
-0.3% -$6.24K 0.75% 31
2014
Q1 		$1.87M Hold
48,400
– – 0.75% 31
2013
Q4 		$1.81M Buy
48,400
+16,380
+51% +$592K 0.81% 32
2013
Q3 		$1.11M Sell
32,020
-540
-2% -$18.5K 0.51% 32
2013
Q2 		$1.06M Buy
+32,560
New +$1.06M 0.54% 33

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Estate Counselors's IWR Position: Q1 2018 in Review

Estate Counselors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2018, closing a stake of 17,988 shares — an estimated $936K sold.

Estate Counselors first reported a position in IWR in Q2 2013 and held it in 19 quarters. The position peaked at $2.02M in Q4 2014. 673 funds tracked by Wall St. Rank hold IWR as of Q1 2018.

  • Estate Counselors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Estate Counselors sold 17,988 iShares Russell Mid-Cap ETF shares in Q1 2018, an estimated $936K.
  • Estate Counselors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 19 quarters.
  • Estate Counselors's iShares Russell Mid-Cap ETF position peaked at $2.02M in Q4 2014.
  • 673 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2018.

Based on Estate Counselors's 13F filing for Q1 2018, filed 13 Apr 2018.