John Overdeck’s iShares Russell Mid-Cap ETF IWR Stock Holding History

John Overdeck’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	-48,436	Closed	-$2.61M	–	3488
2019 Q1	$2.61M	Buy	+48,436	New	+$2.51M	0.01%	1263
2018 Q4	–	Sell	-15,420	Closed	-$850K	–	3249
2018 Q3	$850K	Buy	15,420 +11,096	+257%	+$608K	﹤0.01%	2103
2018 Q2	$229K	Sell	4,324 -92,684	-96%	-$4.88M	﹤0.01%	3073
2018 Q1	$5.01M	Buy	97,008 +65,396	+207%	+$3.45M	0.02%	950
2017 Q4	$1.65M	Buy	+31,612	New	+$1.6M	0.01%	1615
2015 Q2	–	Sell	-13,200	Closed	-$571K	–	2936
2015 Q1	$571K	Buy	+13,200	New	+$561K	﹤0.01%	1895
2014 Q2	–	Sell	-54,964	Closed	-$2.13M	–	2249
2014 Q1	$2.13M	Buy	+54,964	New	+$2.08M	0.01%	918

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

John Overdeck's IWR Position: Q2 2019 in Review

John Overdeck sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2019, closing a stake of 48,436 shares — an estimated $2.61M sold.

John Overdeck first reported a position in IWR in Q1 2014 and held it in 7 quarters. The position peaked at $5.01M in Q1 2018. 761 funds tracked by Wall St. Rank hold IWR as of Q2 2019.

John Overdeck reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
John Overdeck sold 48,436 iShares Russell Mid-Cap ETF shares in Q2 2019, an estimated $2.61M.
John Overdeck first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and held it in 7 quarters.
John Overdeck's iShares Russell Mid-Cap ETF position peaked at $5.01M in Q1 2018.
761 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2019.

Based on Two Sigma Investments's 13F filing for Q2 2019, filed 14 Aug 2019.