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Glovista Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Glovista Investments’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
Q3 		– Sell
-6,036
Closed -$245K – 87
2014
Q2 		$245K Sell
6,036
-7,240
-55% -$282K 0.03% 81
2014
Q1 		$514K Sell
13,276
-3,200
-19% -$121K 0.09% 60
2013
Q4 		$618K Hold
16,476
– – 0.1% 43
2013
Q3 		$573K Hold
16,476
– – 0.1% 38
2013
Q2 		$535K Buy
+16,476
New +$534K 0.12% 26

Other funds holding IWR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Glovista Investments's IWR Position: Q3 2014 in Review

Glovista Investments sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2014, closing a stake of 6,036 shares — an estimated $245K sold.

Glovista Investments first reported a position in IWR in Q2 2013 and held it in 5 quarters. The position peaked at $618K in Q4 2013. 393 funds tracked by Wall St. Rank hold IWR as of Q3 2014.

  • Glovista Investments reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2014 after selling out during the quarter.
  • Glovista Investments sold 6,036 iShares Russell Mid-Cap ETF shares in Q3 2014, an estimated $245K.
  • Glovista Investments first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 5 quarters.
  • Glovista Investments's iShares Russell Mid-Cap ETF position peaked at $618K in Q4 2013.
  • 393 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2014.

Based on Glovista Investments's 13F filing for Q3 2014, filed 14 Nov 2014.