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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

KeyBank National Association

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return