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Hefren-Tillotson’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hefren-Tillotson’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
2016
Q1 		– Sell
-520
Closed -$20K – 53
2015
Q4 		$20K Buy
+520
New +$21.2K ﹤0.01% 33

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hefren-Tillotson's IWR Position: Q1 2016 in Review

Hefren-Tillotson sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2016, closing a stake of 520 shares — an estimated $20K sold.

Hefren-Tillotson first reported a position in IWR in Q4 2015 and held it in 1 quarter. The position peaked at $20K in Q4 2015. 477 funds tracked by Wall St. Rank hold IWR as of Q1 2016.

  • Hefren-Tillotson reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Hefren-Tillotson sold 520 iShares Russell Mid-Cap ETF shares in Q1 2016, an estimated $20K.
  • Hefren-Tillotson first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and held it in 1 quarter.
  • Hefren-Tillotson's iShares Russell Mid-Cap ETF position peaked at $20K in Q4 2015.
  • 477 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2016.

Based on Hefren-Tillotson's 13F filing for Q1 2016, filed 2 May 2016.