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

Miles Capital’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
2013
Q3 		– Sell
-22,316
Closed -$725K – 126
2013
Q2 		$725K Buy
+22,316
New +$723K 0.34% 62

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

Miles Capital's IWR Position: Q3 2013 in Review

Miles Capital sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2013, closing a stake of 22,316 shares — an estimated $725K sold.

Miles Capital first reported a position in IWR in Q2 2013 and held it in 1 quarter. The position peaked at $725K in Q2 2013. 341 funds tracked by Wall St. Rank hold IWR as of Q3 2013.

  • Miles Capital reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2013 after selling out during the quarter.
  • Miles Capital sold 22,316 iShares Russell Mid-Cap ETF shares in Q3 2013, an estimated $725K.
  • Miles Capital first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 1 quarter.
  • Miles Capital's iShares Russell Mid-Cap ETF position peaked at $725K in Q2 2013.
  • 341 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2013.

Based on Miles Capital's 13F filing for Q3 2013, filed 5 Nov 2013.