GC
IWR icon

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

Guggenheim Capital’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 		– Sell
-13,600
Closed -$538K – 3060
2014
Q3 		$538K Buy
+13,600
New +$548K ﹤0.01% 2527
2014
Q2 		– Sell
-5,680
Closed -$220K – 3248
2014
Q1 		$220K Buy
+5,680
New +$215K ﹤0.01% 2854
2013
Q4 		– Sell
-12,200
Closed -$424K – 3222
2013
Q3 		$424K Sell
12,200
-9,240
-43% -$316K ﹤0.01% 2506
2013
Q2 		$697K Buy
+21,440
New +$695K ﹤0.01% 2250

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return