Gupta Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
TCT
Gupta Wealth Management's IWR Position: Q1 2016 in Review
Gupta Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2016 at 1,000 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #472.
Gupta Wealth Management first reported a position in IWR in Q1 2015 and has held it in 5 quarters since. The position peaked at $45K in Q2 2015. 477 funds tracked by Wall St. Rank hold IWR as of Q1 2016.
- Gupta Wealth Management held 1,000 shares of iShares Russell Mid-Cap ETF worth $41K as of Q1 2016.
- Gupta Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2016.
- iShares Russell Mid-Cap ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #472 holding.
- Gupta Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and has held it in 5 quarters since.
- Gupta Wealth Management's iShares Russell Mid-Cap ETF position peaked at $45K in Q2 2015.
- 477 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2016.
Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.