Jolley Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Jolley Asset Management’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 Q3	–	Sell	-980	Closed	-$52K	–	117
2018 Q2	$52K	Hold	980	–	–	0.03%	106
2018 Q1	$51K	Hold	980	–	–	0.03%	108
2017 Q4	$51K	Hold	980	–	–	0.03%	107
2017 Q3	$48K	Hold	980	–	–	0.03%	106
2017 Q2	$47K	Sell	980 -520	-35%	-$24.7K	0.03%	107
2017 Q1	$70K	Hold	1,500	–	–	0.05%	88
2016 Q4	$67K	Hold	1,500	–	–	0.05%	88
2016 Q3	$65K	Hold	1,500	–	–	0.05%	90
2016 Q2	$63K	Hold	1,500	–	–	0.05%	95
2016 Q1	$61K	Hold	1,500	–	–	0.06%	83
2015 Q4	$60K	Hold	1,500	–	–	0.06%	68
2015 Q3	$58K	Hold	1,500	–	–	0.06%	64
2015 Q2	$64K	Hold	1,500	–	–	0.06%	65
2015 Q1	$65K	Hold	1,500	–	–	0.05%	65
2014 Q4	$63K	Hold	1,500	–	–	0.05%	68
2014 Q3	$59K	Hold	1,500	–	–	0.05%	69
2014 Q2	$61K	Buy	+1,500	New	+$58.5K	0.04%	75

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Jolley Asset Management's IWR Position: Q3 2018 in Review

Jolley Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2018, closing a stake of 980 shares — an estimated $52K sold.

Jolley Asset Management first reported a position in IWR in Q2 2014 and held it in 17 quarters. The position peaked at $70K in Q1 2017. 688 funds tracked by Wall St. Rank hold IWR as of Q3 2018.

Jolley Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
Jolley Asset Management sold 980 iShares Russell Mid-Cap ETF shares in Q3 2018, an estimated $52K.
Jolley Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2014 and held it in 17 quarters.
Jolley Asset Management's iShares Russell Mid-Cap ETF position peaked at $70K in Q1 2017.
688 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2018.

Based on Jolley Asset Management's 13F filing for Q3 2018, filed 18 Oct 2018.