Legg Mason’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Legg Mason’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	–	Sell	-40	Closed	-$2K	–	15
2016 Q4	$2K	Hold	40	–	–	0.24%	13
2016 Q3	$2K	Buy	+40	New	+$1.73K	0.02%	20

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

Legg Mason's IWR Position: Q1 2017 in Review

Legg Mason sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2017, closing a stake of 40 shares — an estimated $2K sold.

Legg Mason first reported a position in IWR in Q3 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 565 funds tracked by Wall St. Rank hold IWR as of Q1 2017.

Legg Mason reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2017 after selling out during the quarter.
Legg Mason sold 40 iShares Russell Mid-Cap ETF shares in Q1 2017, an estimated $2K.
Legg Mason first reported a position in iShares Russell Mid-Cap ETF in Q3 2016 and held it in 2 quarters.
Legg Mason's iShares Russell Mid-Cap ETF position peaked at $2K in Q4 2016.
565 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2017.

Based on Legg Mason's 13F filing for Q1 2017, filed 15 May 2017.