Gerstein Fisher’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Gerstein Fisher’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 Q1	–	Sell	-12,648	Closed	-$474K	–	369
2013 Q4	$474K	Hold	12,648	–	–	0.09%	199
2013 Q3	$440K	Hold	12,648	–	–	0.1%	197
2013 Q2	$411K	Buy	+12,648	New	+$410K	0.1%	180

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 Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Gerstein Fisher's IWR Position: Q1 2014 in Review

Gerstein Fisher sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2014, closing a stake of 12,648 shares — an estimated $474K sold.

Gerstein Fisher first reported a position in IWR in Q2 2013 and held it in 3 quarters. The position peaked at $474K in Q4 2013. 398 funds tracked by Wall St. Rank hold IWR as of Q1 2014.

Gerstein Fisher reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2014 after selling out during the quarter.
Gerstein Fisher sold 12,648 iShares Russell Mid-Cap ETF shares in Q1 2014, an estimated $474K.
Gerstein Fisher first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 3 quarters.
Gerstein Fisher's iShares Russell Mid-Cap ETF position peaked at $474K in Q4 2013.
398 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2014.

Based on Gerstein Fisher's 13F filing for Q1 2014, filed 15 May 2014.