Founders Bank & Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Founders Bank & Trust’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
2014 Q4	$575K	Buy	13,780 +2,492	+22%	+$101K	0.3%	55
2014 Q3	$447K	Buy	11,288 +2,496	+28%	+$101K	0.25%	63
2014 Q2	$357K	Buy	8,792 +2,020	+30%	+$78.8K	0.2%	72
2014 Q1	$262K	Buy	6,772 +1,196	+21%	+$45.3K	0.15%	84
2013 Q4	$201K	Buy	5,576 +1,324	+31%	+$47.8K	0.12%	92
2013 Q3	$148K	Buy	4,252 +1,608	+61%	+$54.9K	0.08%	94
2013 Q2	$86K	Buy	+2,644	New	+$85.7K	0.05%	121

Other funds holding IWR

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

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

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Founders Bank & Trust's IWR Position: Q4 2014 in Review

Founders Bank & Trust increased its iShares Russell Mid-Cap ETF (IWR) stake by 22% in Q4 2014, buying an estimated $101K and bringing the position to 13,780 shares worth $575K. The position accounts for 0.3% of the portfolio, ranked #55.

Founders Bank & Trust first reported a position in IWR in Q2 2013 and has held it in 7 quarters since. 437 funds tracked by Wall St. Rank hold IWR as of Q4 2014.

Founders Bank & Trust held 13,780 shares of iShares Russell Mid-Cap ETF worth $575K as of Q4 2014.
Founders Bank & Trust bought 2,492 iShares Russell Mid-Cap ETF shares in Q4 2014, an estimated $101K.
iShares Russell Mid-Cap ETF made up 0.3% of Founders Bank & Trust's portfolio in Q4 2014, its #55 holding.
Founders Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 7 quarters since.
437 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.