Foresters Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Foresters Asset 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
2017 Q4	–	Sell	-55,056	Closed	-$3.4M	–	66
2017 Q3	$3.4M	Buy	55,056 +3,600	+7%	+$174K	1.31%	13
2017 Q2	$3.21M	Sell	51,456 -1,200	-2%	-$56.9K	1.31%	12
2017 Q1	$3.28M	Sell	52,656 -1,600	-3%	-$74.2K	1.51%	11
2016 Q4	$2.43M	Sell	54,256 -2,000	-4%	-$87.5K	1.37%	15
2016 Q3	$2.45M	Sell	56,256 -5,200	-8%	-$225K	1.26%	19
2016 Q2	$2.58M	Buy	+61,456	New	+$2.54M	1.34%	16

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Foresters Asset Management's IWR Position: Q4 2017 in Review

Foresters Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2017, closing a stake of 55,056 shares — an estimated $3.4M sold.

Foresters Asset Management first reported a position in IWR in Q2 2016 and held it in 6 quarters. The position peaked at $3.4M in Q3 2017. 655 funds tracked by Wall St. Rank hold IWR as of Q4 2017.

Foresters Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
Foresters Asset Management sold 55,056 iShares Russell Mid-Cap ETF shares in Q4 2017, an estimated $3.4M.
Foresters Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2016 and held it in 6 quarters.
Foresters Asset Management's iShares Russell Mid-Cap ETF position peaked at $3.4M in Q3 2017.
655 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2017.

Based on Foresters Asset Management's 13F filing for Q4 2017, filed 14 Feb 2018.