Hefty Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$1.96M	Buy	37,872 +1,072	+3%	+$56.5K	1.26%	29
2017 Q4	$1.92M	Buy	36,800 +4,304	+13%	+$218K	1.19%	30
2017 Q3	$1.6M	Buy	32,496 +1,648	+5%	+$79.5K	1.06%	33
2017 Q2	$1.48M	Buy	30,848 +1,620	+6%	+$76.8K	1.01%	33
2017 Q1	$1.37M	Sell	29,228 -1,388	-5%	-$64.3K	0.99%	36
2016 Q4	$1.37M	Sell	30,616 -15,236	-33%	-$666K	1.15%	30
2016 Q3	$2M	Sell	45,852 -16,464	-26%	-$714K	1.52%	20
2016 Q2	$2.62M	Buy	62,316 +3,356	+6%	+$139K	2.16%	10
2016 Q1	$2.4M	Buy	58,960 +9,200	+18%	+$350K	2.25%	10
2015 Q4	$1.99M	Buy	+49,760	New	+$2.03M	1.9%	12

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Hefty Wealth Partners's IWR Position: Q1 2018 in Review

Hefty Wealth Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.9% in Q1 2018, buying an estimated $56.5K and bringing the position to 37,872 shares worth $1.96M. The position accounts for 1.26% of the portfolio, ranked #29.

Hefty Wealth Partners first reported a position in IWR in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.62M in Q2 2016. 673 funds tracked by Wall St. Rank hold IWR as of Q1 2018.

Hefty Wealth Partners held 37,872 shares of iShares Russell Mid-Cap ETF worth $1.96M as of Q1 2018.
Hefty Wealth Partners bought 1,072 iShares Russell Mid-Cap ETF shares in Q1 2018, an estimated $56.5K.
iShares Russell Mid-Cap ETF made up 1.26% of Hefty Wealth Partners's portfolio in Q1 2018, its #29 holding.
Hefty Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $2.62M in Q2 2016.
673 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.