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Legacy Private Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Legacy Private Trust’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
2014
Q3 		– Sell
-6,920
Closed -$281K – 261
2014
Q2 		$281K Hold
6,920
– – 0.04% 217
2014
Q1 		$268K Sell
6,920
-9,144
-57% -$347K 0.05% 178
2013
Q4 		$602K Buy
+16,064
New +$581K 0.11% 129

Other funds holding IWR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Legacy Private Trust's IWR Position: Q3 2014 in Review

Legacy Private Trust sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2014, closing a stake of 6,920 shares — an estimated $281K sold.

Legacy Private Trust first reported a position in IWR in Q4 2013 and held it in 3 quarters. The position peaked at $602K in Q4 2013. 394 funds tracked by Wall St. Rank hold IWR as of Q3 2014.

  • Legacy Private Trust reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2014 after selling out during the quarter.
  • Legacy Private Trust sold 6,920 iShares Russell Mid-Cap ETF shares in Q3 2014, an estimated $281K.
  • Legacy Private Trust first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and held it in 3 quarters.
  • Legacy Private Trust's iShares Russell Mid-Cap ETF position peaked at $602K in Q4 2013.
  • 394 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2014.

Based on Legacy Private Trust's 13F filing for Q3 2014, filed 14 Oct 2014.