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

HM Capital Management’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
2019 Q2	–	Sell	-4,120	Closed	-$222K	–	44
2019 Q1	$222K	Sell	4,120 -4,120	-50%	-$213K	0.16%	33
2018 Q4	$383K	Hold	8,240	–	–	0.33%	24
2018 Q3	$454K	Hold	8,240	–	–	0.35%	24
2018 Q2	$437K	Hold	8,240	–	–	0.34%	24
2018 Q1	$425K	Sell	8,240 -1,960	-19%	-$103K	0.34%	27
2017 Q4	$531K	Hold	10,200	–	–	0.44%	23
2017 Q3	$503K	Hold	10,200	–	–	0.45%	22
2017 Q2	$490K	Hold	10,200	–	–	0.45%	20
2017 Q1	$478K	Hold	10,200	–	–	0.46%	19
2016 Q4	$456K	Hold	10,200	–	–	0.46%	20
2016 Q3	$444K	Hold	10,200	–	–	0.45%	22
2016 Q2	$428K	Hold	10,200	–	–	0.45%	25
2016 Q1	$416K	Sell	10,200 -832	-8%	-$31.7K	0.46%	22
2015 Q4	$441K	Sell	11,032 -1,448	-12%	-$59K	0.47%	20
2015 Q3	$485K	Hold	12,480	–	–	0.54%	18
2015 Q2	$531K	Hold	12,480	–	–	0.54%	17
2015 Q1	$541K	Hold	12,480	–	–	0.56%	16
2014 Q4	$521K	Hold	12,480	–	–	0.53%	16
2014 Q3	$494K	Hold	12,480	–	–	0.6%	16
2014 Q2	$508K	Buy	+12,480	New	+$487K	0.62%	15

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

HM Capital Management's IWR Position: Q2 2019 in Review

HM Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2019, closing a stake of 4,120 shares — an estimated $222K sold.

HM Capital Management first reported a position in IWR in Q2 2014 and held it in 20 quarters. The position peaked at $541K in Q1 2015. 761 funds tracked by Wall St. Rank hold IWR as of Q2 2019.

HM Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
HM Capital Management sold 4,120 iShares Russell Mid-Cap ETF shares in Q2 2019, an estimated $222K.
HM Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2014 and held it in 20 quarters.
HM Capital Management's iShares Russell Mid-Cap ETF position peaked at $541K in Q1 2015.
761 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2019.

Based on HM Capital Management's 13F filing for Q2 2019, filed 24 Jul 2019.