Kabarec Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kabarec Financial 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
2018 Q2	$48K	Hold	900	–	–	0.04%	56
2018 Q1	$46K	Hold	900	–	–	0.03%	53
2017 Q4	$47K	Buy	+900	New	+$45.7K	0.03%	53

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Kabarec Financial Advisors's IWR Position: Q2 2018 in Review

Kabarec Financial Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2018 at 900 shares worth $48K. The position accounts for 0.04% of the portfolio, ranked #56.

Kabarec Financial Advisors first reported a position in IWR in Q4 2017 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold IWR as of Q2 2018.

Kabarec Financial Advisors held 900 shares of iShares Russell Mid-Cap ETF worth $48K as of Q2 2018.
Kabarec Financial Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2018.
iShares Russell Mid-Cap ETF made up 0.04% of Kabarec Financial Advisors's portfolio in Q2 2018, its #56 holding.
Kabarec Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 3 quarters since.
670 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.