Partnervest Advisory Services’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
2014
Q3
– Sell
-1,484
Closed -$60K – 475
2014
Q2
$60K Sell
1,484
-244
-14% -$9.51K 0.03% 342
2014
Q1
$67K Buy
1,728
+4
+0.2% +$152 0.03% 287
2013
Q4
$65K Buy
1,724
+8
+0.5% +$289 0.03% 273
2013
Q3
$60K Buy
+1,716
New +$58.6K 0.03% 251

Other funds holding IWR

Partnervest Advisory Services's IWR Position: Q3 2014 in Review

Partnervest Advisory Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2014, closing a stake of 1,484 shares — an estimated $60K sold.

Partnervest Advisory Services first reported a position in IWR in Q3 2013 and held it in 4 quarters. The position peaked at $67K in Q1 2014. 394 funds tracked by Wall St. Rank hold IWR as of Q3 2014.

  • Partnervest Advisory Services reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 1,484 iShares Russell Mid-Cap ETF shares in Q3 2014, an estimated $60K.
  • Partnervest Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and held it in 4 quarters.
  • Partnervest Advisory Services's iShares Russell Mid-Cap ETF position peaked at $67K in Q1 2014.
  • 394 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.