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Greenwood Capital Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Greenwood Capital Associates’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
Q2 		– Sell
-19,380
Closed -$750K – 149
2014
Q1 		$750K Buy
+19,380
New +$735K 0.24% 84

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TCT
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U
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenwood Capital Associates's IWR Position: Q2 2014 in Review

Greenwood Capital Associates sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2014, closing a stake of 19,380 shares — an estimated $750K sold.

Greenwood Capital Associates first reported a position in IWR in Q1 2014 and held it in 1 quarter. The position peaked at $750K in Q1 2014. 394 funds tracked by Wall St. Rank hold IWR as of Q2 2014.

  • Greenwood Capital Associates reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2014 after selling out during the quarter.
  • Greenwood Capital Associates sold 19,380 iShares Russell Mid-Cap ETF shares in Q2 2014, an estimated $750K.
  • Greenwood Capital Associates first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and held it in 1 quarter.
  • Greenwood Capital Associates's iShares Russell Mid-Cap ETF position peaked at $750K in Q1 2014.
  • 394 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2014.

Based on Greenwood Capital Associates's 13F filing for Q2 2014, filed 13 Aug 2014.