Ironsides Asset Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Ironsides Asset Advisors’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
2017 Q1	–	Sell	-6,640	Closed	-$297K	–	112
2016 Q4	$297K	Hold	6,640	–	–	0.08%	127
2016 Q3	$289K	Hold	6,640	–	–	0.08%	135
2016 Q2	$279K	Sell	6,640 -8,228	-55%	-$340K	0.09%	122
2016 Q1	$606K	Buy	14,868 +8,228	+124%	+$313K	0.15%	96
2015 Q4	$266K	Hold	6,640	–	–	0.07%	128
2015 Q3	$258K	Hold	6,640	–	–	0.07%	136
2015 Q2	$283K	Hold	6,640	–	–	0.08%	129
2015 Q1	$287K	Hold	6,640	–	–	0.08%	127
2014 Q4	$277K	Hold	6,640	–	–	0.08%	135
2014 Q3	$263K	Hold	6,640	–	–	0.08%	145
2014 Q2	$270K	Buy	+6,640	New	+$259K	0.08%	142

Other funds holding IWR

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

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ironsides Asset Advisors's IWR Position: Q1 2017 in Review

Ironsides Asset Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2017, closing a stake of 6,640 shares — an estimated $297K sold.

Ironsides Asset Advisors first reported a position in IWR in Q2 2014 and held it in 11 quarters. The position peaked at $606K in Q1 2016. 565 funds tracked by Wall St. Rank hold IWR as of Q1 2017.

Ironsides Asset Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2017 after selling out during the quarter.
Ironsides Asset Advisors sold 6,640 iShares Russell Mid-Cap ETF shares in Q1 2017, an estimated $297K.
Ironsides Asset Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2014 and held it in 11 quarters.
Ironsides Asset Advisors's iShares Russell Mid-Cap ETF position peaked at $606K in Q1 2016.
565 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2017.

Based on Ironsides Asset Advisors's 13F filing for Q1 2017, filed 10 May 2017.