GFS Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

GFS Advisors’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	-8,076	Closed	-$375K	–	118
2018 Q4	$375K	Hold	8,076	–	–	0.1%	95
2018 Q3	$445K	Buy	8,076 +2,600	+47%	+$142K	0.11%	97
2018 Q2	$290K	Buy	+5,476	New	+$288K	0.06%	132

Other funds holding IWR

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GFS Advisors's IWR Position: Q1 2019 in Review

GFS Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2019, closing a stake of 8,076 shares — an estimated $375K sold.

GFS Advisors first reported a position in IWR in Q2 2018 and held it in 3 quarters. The position peaked at $445K in Q3 2018. 758 funds tracked by Wall St. Rank hold IWR as of Q1 2019.

GFS Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
GFS Advisors sold 8,076 iShares Russell Mid-Cap ETF shares in Q1 2019, an estimated $375K.
GFS Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and held it in 3 quarters.
GFS Advisors's iShares Russell Mid-Cap ETF position peaked at $445K in Q3 2018.
758 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2019.

Based on GFS Advisors's 13F filing for Q1 2019, filed 13 May 2019.