LBA Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

LBA Wealth 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
2017 Q1	$110K	Hold	2,340	–	–	0.06%	140
2016 Q4	$105K	Hold	2,340	–	–	0.06%	142
2016 Q3	$102K	Hold	2,340	–	–	0.06%	152
2016 Q2	$98K	Sell	2,340 -160	-6%	-$6.61K	0.06%	155
2016 Q1	$102K	Hold	2,500	–	–	0.06%	147
2015 Q4	$100K	Hold	2,500	–	–	0.06%	161
2015 Q3	$97K	Buy	2,500 +320	+15%	+$13.3K	0.06%	150
2015 Q2	$93K	Hold	2,180	–	–	0.06%	137
2015 Q1	$94K	Hold	2,180	–	–	0.06%	138
2014 Q4	$91K	Hold	2,180	–	–	0.06%	143
2014 Q3	$86K	Sell	2,180 -340	-13%	-$13.7K	0.06%	146
2014 Q2	$102K	Hold	2,520	–	–	0.08%	137
2014 Q1	$97K	Sell	2,520 -2,520	-50%	-$95.5K	0.08%	133
2013 Q4	$189K	Buy	+5,040	New	+$182K	0.16%	80

Other funds holding IWR

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

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

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

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

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

LBA Wealth Management's IWR Position: Q1 2017 in Review

LBA Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2017 at 2,340 shares worth $110K. The position accounts for 0.06% of the portfolio, ranked #140.

LBA Wealth Management first reported a position in IWR in Q4 2013 and has held it in 14 quarters since. The position peaked at $189K in Q4 2013. 565 funds tracked by Wall St. Rank hold IWR as of Q1 2017.

LBA Wealth Management held 2,340 shares of iShares Russell Mid-Cap ETF worth $110K as of Q1 2017.
LBA Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2017.
iShares Russell Mid-Cap ETF made up 0.06% of LBA Wealth Management's portfolio in Q1 2017, its #140 holding.
LBA Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's iShares Russell Mid-Cap ETF position peaked at $189K in Q4 2013.
565 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.