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Independent Portfolio Consultants’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Independent Portfolio Consultants’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
-47,860
Closed -$1.92M – 778
2015
Q4 		$1.92M Buy
+47,860
New +$1.95M 0.57% 34
2014
Q3 		– Sell
-15,940
Closed -$648K – 894
2014
Q2 		$648K Buy
15,940
+4,160
+35% +$162K 0.18% 161
2014
Q1 		$455K Buy
+11,780
New +$447K 0.14% 257

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

Independent Portfolio Consultants's IWR Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2016, closing a stake of 47,860 shares — an estimated $1.92M sold.

Independent Portfolio Consultants first reported a position in IWR in Q1 2014 and held it in 3 quarters. The position peaked at $1.92M in Q4 2015. 477 funds tracked by Wall St. Rank hold IWR as of Q1 2016.

  • Independent Portfolio Consultants reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 47,860 iShares Russell Mid-Cap ETF shares in Q1 2016, an estimated $1.92M.
  • Independent Portfolio Consultants first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and held it in 3 quarters.
  • Independent Portfolio Consultants's iShares Russell Mid-Cap ETF position peaked at $1.92M in Q4 2015.
  • 477 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.