Paradigm Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Paradigm Financial Advisors’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
2014 Q2	–	Sell	-1,460	Closed	-$56K	–	138
2014 Q1	$56K	Hold	1,460	–	–	0.05%	113
2013 Q4	$55K	Buy	+1,460	New	+$52.8K	0.05%	125

Other funds holding IWR

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

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 Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Paradigm Financial Advisors's IWR Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2014, closing a stake of 1,460 shares — an estimated $56K sold.

Paradigm Financial Advisors first reported a position in IWR in Q4 2013 and held it in 2 quarters. The position peaked at $56K in Q1 2014. 394 funds tracked by Wall St. Rank hold IWR as of Q2 2014.

Paradigm Financial Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2014 after selling out during the quarter.
Paradigm Financial Advisors sold 1,460 iShares Russell Mid-Cap ETF shares in Q2 2014, an estimated $56K.
Paradigm Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and held it in 2 quarters.
Paradigm Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $56K in Q1 2014.
394 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.