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Osborn Williams & Donohoe’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Osborn Williams & Donohoe’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
2015
Q2 		– Sell
-4,644
Closed -$201K – 227
2015
Q1 		$201K Buy
+4,644
New +$197K 0.04% 220

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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osborn Williams & Donohoe's IWR Position: Q2 2015 in Review

Osborn Williams & Donohoe sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2015, closing a stake of 4,644 shares — an estimated $201K sold.

Osborn Williams & Donohoe first reported a position in IWR in Q1 2015 and held it in 1 quarter. The position peaked at $201K in Q1 2015. 448 funds tracked by Wall St. Rank hold IWR as of Q2 2015.

  • Osborn Williams & Donohoe reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2015 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 4,644 iShares Russell Mid-Cap ETF shares in Q2 2015, an estimated $201K.
  • Osborn Williams & Donohoe first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares Russell Mid-Cap ETF position peaked at $201K in Q1 2015.
  • 448 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2015.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2015, filed 28 Jul 2015.