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

ETrade Capital 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 Q1	–	Sell	-5,634	Closed	-$262K	–	826
2018 Q4	$262K	Sell	5,634 -194	-3%	-$9.79K	0.01%	657
2018 Q3	$321K	Buy	5,828 +44	+0.8%	+$2.41K	0.01%	667
2018 Q2	$307K	Sell	5,784 -8	-0.1%	-$421	0.01%	648
2018 Q1	$299K	Sell	5,792 -700	-11%	-$36.9K	0.01%	624
2017 Q4	$338K	Buy	6,492 +1,592	+32%	+$80.8K	0.01%	598
2017 Q3	$242K	Buy	+4,900	New	+$237K	0.01%	633

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

ETrade Capital Management's IWR Position: Q1 2019 in Review

ETrade Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2019, closing a stake of 5,634 shares — an estimated $262K sold.

ETrade Capital Management first reported a position in IWR in Q3 2017 and held it in 6 quarters. The position peaked at $338K in Q4 2017. 757 funds tracked by Wall St. Rank hold IWR as of Q1 2019.

ETrade Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
ETrade Capital Management sold 5,634 iShares Russell Mid-Cap ETF shares in Q1 2019, an estimated $262K.
ETrade Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2017 and held it in 6 quarters.
ETrade Capital Management's iShares Russell Mid-Cap ETF position peaked at $338K in Q4 2017.
757 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2019.

Based on ETrade Capital Management's 13F filing for Q1 2019, filed 13 May 2019.