R & A Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

R & A Capital Management’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
2013 Q3	$1.55M	Hold	44,460	–	–	7.05%	4
2013 Q2	$1.44M	Buy	+44,460	New	+$1.44M	7%	4

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 $30.4B AUM 27.51% 1-Year Est. Return

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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

R & A Capital Management's IWR Position: Q3 2013 in Review

R & A Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2013 at 44,460 shares worth $1.55M. The position accounts for 7.05% of the portfolio, ranked #4.

R & A Capital Management first reported a position in IWR in Q2 2013 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold IWR as of Q3 2013.

R & A Capital Management held 44,460 shares of iShares Russell Mid-Cap ETF worth $1.55M as of Q3 2013.
R & A Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2013.
iShares Russell Mid-Cap ETF made up 7.05% of R & A Capital Management's portfolio in Q3 2013, its #4 holding.
R & A Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 2 quarters since.
341 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2013.

Based on R & A Capital Management's 13F filing for Q3 2013, filed 18 Oct 2013.