High Falls Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-2,116
Closed -$85K 107
2016
Q2
$85K Buy
2,116
+80
+4% +$3.3K 0.02% 98
2016
Q1
$83K Sell
2,036
-80
-4% -$3.04K 0.03% 103
2015
Q4
$85K Buy
+2,116
New +$86.2K 0.02% 98

Other funds holding IWR

High Falls Advisors's IWR Position: Q3 2016 in Review

High Falls Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2016, closing a stake of 2,116 shares — an estimated $85K sold.

High Falls Advisors first reported a position in IWR in Q4 2015 and held it in 3 quarters. The position peaked at $85K in Q2 2016. 496 funds tracked by Wall St. Rank hold IWR as of Q3 2016.

  • High Falls Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2016 after selling out during the quarter.
  • High Falls Advisors sold 2,116 iShares Russell Mid-Cap ETF shares in Q3 2016, an estimated $85K.
  • High Falls Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and held it in 3 quarters.
  • High Falls Advisors's iShares Russell Mid-Cap ETF position peaked at $85K in Q2 2016.
  • 496 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2016.

Based on High Falls Advisors's 13F filing for Q3 2016, filed 16 Nov 2016.