IFC Holdings’s iShares Russell Mid-Cap ETF IWR Stock Holding History

IFC Holdings’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	–	Sell	-59,156	Closed	-$3.07M	–	215
2017 Q4	$3.07M	Sell	59,156 -42,032	-42%	-$2.13M	0.21%	66
2017 Q3	$4.99M	Buy	101,188 +404	+0.4%	+$19.5K	0.35%	42
2017 Q2	$4.83M	Buy	100,784 +12,352	+14%	+$586K	0.37%	39
2017 Q1	$4.14M	Buy	88,432 +2,352	+3%	+$109K	0.36%	42
2016 Q4	$3.84M	Sell	86,080 -280	-0.3%	-$12.2K	0.38%	42
2016 Q3	$3.77M	Sell	86,360 -2,256	-3%	-$97.8K	0.4%	48
2016 Q2	$3.74M	Sell	88,616 -2,956	-3%	-$122K	0.42%	45
2016 Q1	$3.73M	Buy	91,572 +896	+1%	+$34.1K	0.47%	39
2015 Q4	$3.63M	Buy	90,676 +5,024	+6%	+$205K	0.48%	40
2015 Q3	$3.37M	Buy	85,652 +18,952	+28%	+$785K	0.51%	34
2015 Q2	$2.9M	Buy	66,700 +8,692	+15%	+$378K	0.42%	48
2015 Q1	$2.5M	Buy	58,008 +4,060	+8%	+$173K	0.38%	63
2014 Q4	$2.28M	Sell	53,948 -36,648	-40%	-$1.49M	0.38%	66
2014 Q3	$3.58M	Sell	90,596 -1,940	-2%	-$78.1K	0.65%	33
2014 Q2	$3.75M	Sell	92,536 -2,240	-2%	-$87.3K	0.69%	31
2014 Q1	$3.62M	Buy	94,776 +22,868	+32%	+$867K	0.75%	33
2013 Q4	$2.68M	Buy	71,908 +13,220	+23%	+$478K	0.57%	40
2013 Q3	$2.05M	Buy	58,688 +21,380	+57%	+$731K	0.45%	55
2013 Q2	$1.21M	Buy	+37,308	New	+$1.21M	0.29%	82

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

IFC Holdings's IWR Position: Q1 2018 in Review

IFC Holdings sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2018, closing a stake of 59,156 shares — an estimated $3.07M sold.

IFC Holdings first reported a position in IWR in Q2 2013 and held it in 19 quarters. The position peaked at $4.99M in Q3 2017. 673 funds tracked by Wall St. Rank hold IWR as of Q1 2018.

IFC Holdings reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 59,156 iShares Russell Mid-Cap ETF shares in Q1 2018, an estimated $3.07M.
IFC Holdings first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 19 quarters.
IFC Holdings's iShares Russell Mid-Cap ETF position peaked at $4.99M in Q3 2017.
673 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.