Maple Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Maple Capital 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
2020 Q1	–	Sell	-8,000	Closed	-$477K	–	108
2019 Q4	$477K	Hold	8,000	–	–	0.09%	80
2019 Q3	$448K	Hold	8,000	–	–	0.1%	79
2019 Q2	$447K	Hold	8,000	–	–	0.1%	81
2019 Q1	$432K	Hold	8,000	–	–	0.1%	83
2018 Q4	$372K	Hold	8,000	–	–	0.1%	87
2018 Q3	$441K	Hold	8,000	–	–	0.1%	89
2018 Q2	$424K	Sell	8,000 -568	-7%	-$29.9K	0.1%	94
2018 Q1	$442K	Hold	8,568	–	–	0.11%	94
2017 Q4	$446K	Hold	8,568	–	–	0.11%	91
2017 Q3	$422K	Hold	8,568	–	–	0.11%	93
2017 Q2	$411K	Hold	8,568	–	–	0.12%	92
2017 Q1	$401K	Hold	8,568	–	–	0.12%	94
2016 Q4	$383K	Hold	8,568	–	–	0.12%	92
2016 Q3	$373K	Hold	8,568	–	–	0.12%	93
2016 Q2	$360K	Hold	8,568	–	–	0.13%	90
2016 Q1	$349K	Sell	8,568 -80	-0.9%	-$3.04K	0.13%	91
2015 Q4	$346K	Sell	8,648 -72	-0.8%	-$2.94K	0.12%	97
2015 Q3	$339K	Buy	8,720 +72	+0.8%	+$2.98K	0.13%	100
2015 Q2	$368K	Buy	8,648 +568	+7%	+$24.7K	0.13%	94
2015 Q1	$350K	Sell	8,080 -100	-1%	-$4.25K	0.12%	98
2014 Q4	$342K	Hold	8,180	–	–	0.12%	96
2014 Q3	$324K	Buy	8,180 +80	+1%	+$3.22K	0.12%	93
2014 Q2	$329K	Buy	8,100 +100	+1%	+$3.9K	0.12%	95
2014 Q1	$310K	Hold	8,000	–	–	0.12%	101
2013 Q4	$300K	Hold	8,000	–	–	0.12%	106
2013 Q3	$278K	Hold	8,000	–	–	0.12%	101
2013 Q2	$260K	Buy	+8,000	New	+$259K	0.12%	104

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Maple Capital Management's IWR Position: Q1 2020 in Review

Maple Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2020, closing a stake of 8,000 shares — an estimated $477K sold.

Maple Capital Management first reported a position in IWR in Q2 2013 and held it in 27 quarters. The position peaked at $477K in Q4 2019. 812 funds tracked by Wall St. Rank hold IWR as of Q1 2020.

Maple Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Maple Capital Management sold 8,000 iShares Russell Mid-Cap ETF shares in Q1 2020, an estimated $477K.
Maple Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 27 quarters.
Maple Capital Management's iShares Russell Mid-Cap ETF position peaked at $477K in Q4 2019.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2020.

Based on Maple Capital Management's 13F filing for Q1 2020, filed 14 May 2020.