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Omnia Family Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Omnia Family Wealth’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
2017
Q1 		– Sell
-656
Closed -$29K – 747
2016
Q4 		$29K Buy
+656
New +$28.7K 0.01% 191

Other funds holding IWR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Omnia Family Wealth's IWR Position: Q1 2017 in Review

Omnia Family Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2017, closing a stake of 656 shares — an estimated $29K sold.

Omnia Family Wealth first reported a position in IWR in Q4 2016 and held it in 1 quarter. The position peaked at $29K in Q4 2016. 565 funds tracked by Wall St. Rank hold IWR as of Q1 2017.

  • Omnia Family Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 656 iShares Russell Mid-Cap ETF shares in Q1 2017, an estimated $29K.
  • Omnia Family Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and held it in 1 quarter.
  • Omnia Family Wealth's iShares Russell Mid-Cap ETF position peaked at $29K in Q4 2016.
  • 565 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2017.

Based on Omnia Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.