Midwest Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Midwest Investment 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
2016 Q3	–	Sell	-6,800	Closed	-$285K	–	55
2016 Q2	$285K	Hold	6,800	–	–	0.23%	45
2016 Q1	$276K	Hold	6,800	–	–	0.22%	45
2015 Q4	$272K	Hold	6,800	–	–	0.23%	44
2015 Q3	$264K	Hold	6,800	–	–	0.22%	45
2015 Q2	$289K	Hold	6,800	–	–	0.22%	49
2015 Q1	$294K	Hold	6,800	–	–	0.22%	49
2014 Q4	$283K	Hold	6,800	–	–	0.21%	50
2014 Q3	$269K	Hold	6,800	–	–	0.2%	55
2014 Q2	$276K	Hold	6,800	–	–	0.2%	56
2014 Q1	$263K	Hold	6,800	–	–	0.2%	56
2013 Q4	$254K	Hold	6,800	–	–	0.19%	62
2013 Q3	$236K	Hold	6,800	–	–	0.2%	60
2013 Q2	$220K	Buy	+6,800	New	+$220K	0.22%	55

Other funds holding IWR

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

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

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

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Midwest Investment Management's IWR Position: Q3 2016 in Review

Midwest Investment Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2016, closing a stake of 6,800 shares — an estimated $285K sold.

Midwest Investment Management first reported a position in IWR in Q2 2013 and held it in 13 quarters. The position peaked at $294K in Q1 2015. 497 funds tracked by Wall St. Rank hold IWR as of Q3 2016.

Midwest Investment Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2016 after selling out during the quarter.
Midwest Investment Management sold 6,800 iShares Russell Mid-Cap ETF shares in Q3 2016, an estimated $285K.
Midwest Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 13 quarters.
Midwest Investment Management's iShares Russell Mid-Cap ETF position peaked at $294K in Q1 2015.
497 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2016.

Based on Midwest Investment Management's 13F filing for Q3 2016, filed 2 Nov 2016.