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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-10,772
Closed -$517K 70
2017
Q2
$517K Buy
10,772
+12
+0.1% +$569 0.2% 49
2017
Q1
$504K Buy
10,760
+1,064
+11% +$49.3K 0.19% 52
2016
Q4
$434K Buy
+9,696
New +$424K 0.16% 53

Other funds holding IWR

Mitchell Capital Management's IWR Position: Q3 2017 in Review

Mitchell Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2017, closing a stake of 10,772 shares — an estimated $517K sold.

Mitchell Capital Management first reported a position in IWR in Q4 2016 and held it in 3 quarters. The position peaked at $517K in Q2 2017. 572 funds tracked by Wall St. Rank hold IWR as of Q3 2017.

  • Mitchell Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Mitchell Capital Management sold 10,772 iShares Russell Mid-Cap ETF shares in Q3 2017, an estimated $517K.
  • Mitchell Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and held it in 3 quarters.
  • Mitchell Capital Management's iShares Russell Mid-Cap ETF position peaked at $517K in Q2 2017.
  • 572 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2017.

Based on Mitchell Capital Management's 13F filing for Q3 2017, filed 31 Oct 2017.