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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-102,424
Closed -$4.1M 105
2015
Q4
$4.1M Buy
102,424
+5,388
+6% +$220K 1.28% 30
2015
Q3
$3.77M Buy
97,036
+29,872
+44% +$1.24M 1.26% 28
2015
Q2
$2.86M Buy
67,164
+30,732
+84% +$1.34M 0.92% 53
2015
Q1
$1.58M Buy
36,432
+2,840
+8% +$121K 0.47% 84
2014
Q4
$1.4M Buy
33,592
+844
+3% +$34.3K 0.41% 87
2014
Q3
$1.3M Buy
+32,748
New +$1.32M 0.38% 95

Other funds holding IWR

First Western Capital Management's IWR Position: Q1 2016 in Review

First Western Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2016, closing a stake of 102,424 shares — an estimated $4.1M sold.

First Western Capital Management first reported a position in IWR in Q3 2014 and held it in 6 quarters. The position peaked at $4.1M in Q4 2015. 477 funds tracked by Wall St. Rank hold IWR as of Q1 2016.

  • First Western Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • First Western Capital Management sold 102,424 iShares Russell Mid-Cap ETF shares in Q1 2016, an estimated $4.1M.
  • First Western Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2014 and held it in 6 quarters.
  • First Western Capital Management's iShares Russell Mid-Cap ETF position peaked at $4.1M in Q4 2015.
  • 477 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2016.

Based on First Western Capital Management's 13F filing for Q1 2016, filed 20 Apr 2016.