Isthmus Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Isthmus Partners’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 Q3	–	Sell	-504	Closed	-$24K	–	315
2017 Q2	$24K	Buy	+504	New	+$23.9K	0.01%	213

Other funds holding IWR

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

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

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

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

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

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

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

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

Isthmus Partners's IWR Position: Q3 2017 in Review

Isthmus Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2017, closing a stake of 504 shares — an estimated $24K sold.

Isthmus Partners first reported a position in IWR in Q2 2017 and held it in 1 quarter. The position peaked at $24K in Q2 2017. 572 funds tracked by Wall St. Rank hold IWR as of Q3 2017.

Isthmus Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2017 after selling out during the quarter.
Isthmus Partners sold 504 iShares Russell Mid-Cap ETF shares in Q3 2017, an estimated $24K.
Isthmus Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and held it in 1 quarter.
Isthmus Partners's iShares Russell Mid-Cap ETF position peaked at $24K in Q2 2017.
572 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2017.

Based on Isthmus Partners's 13F filing for Q3 2017, filed 2 Nov 2017.