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Juncture Wealth Strategies’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Juncture Wealth Strategies’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
2015
Q1 		– Sell
-5,104
Closed -$214K – 76
2014
Q4 		$214K Buy
+5,104
New +$207K 0.1% 71

Other funds holding IWR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Juncture Wealth Strategies's IWR Position: Q1 2015 in Review

Juncture Wealth Strategies sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2015, closing a stake of 5,104 shares — an estimated $214K sold.

Juncture Wealth Strategies first reported a position in IWR in Q4 2014 and held it in 1 quarter. The position peaked at $214K in Q4 2014. 447 funds tracked by Wall St. Rank hold IWR as of Q1 2015.

  • Juncture Wealth Strategies reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2015 after selling out during the quarter.
  • Juncture Wealth Strategies sold 5,104 iShares Russell Mid-Cap ETF shares in Q1 2015, an estimated $214K.
  • Juncture Wealth Strategies first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and held it in 1 quarter.
  • Juncture Wealth Strategies's iShares Russell Mid-Cap ETF position peaked at $214K in Q4 2014.
  • 447 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2015.

Based on Juncture Wealth Strategies's 13F filing for Q1 2015, filed 24 Apr 2015.