Robert N. Shapiro’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Robert N. Shapiro’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 Q4	$4.69M	Sell	112,280 -3,568	-3%	-$145K	0.94%	26
2014 Q3	$4.58M	Sell	115,848 -856	-0.7%	-$34.5K	0.87%	27
2014 Q2	$4.74M	Sell	116,704 -336	-0.3%	-$13.1K	0.9%	26
2014 Q1	$4.53M	Sell	117,040 -792	-0.7%	-$30K	0.84%	29
2013 Q4	$4.42M	Sell	117,832 -30,016	-20%	-$1.08M	0.79%	32
2013 Q3	$5.14M	Buy	147,848 +1,128	+0.8%	+$38.5K	0.91%	27
2013 Q2	$4.76M	Buy	+146,720	New	+$4.76M	1%	21

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 Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FEG

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

Robert N. Shapiro's IWR Position: Q4 2014 in Review

Robert N. Shapiro reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.1% in Q4 2014, selling an estimated $145K and leaving 112,280 shares worth $4.69M. The position accounts for 0.94% of the portfolio, ranked #26.

Robert N. Shapiro first reported a position in IWR in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.14M in Q3 2013. 436 funds tracked by Wall St. Rank hold IWR as of Q4 2014.

Robert N. Shapiro held 112,280 shares of iShares Russell Mid-Cap ETF worth $4.69M as of Q4 2014.
Robert N. Shapiro sold 3,568 iShares Russell Mid-Cap ETF shares in Q4 2014, an estimated $145K.
iShares Russell Mid-Cap ETF made up 0.94% of Robert N. Shapiro's portfolio in Q4 2014, its #26 holding.
Robert N. Shapiro first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 7 quarters since.
Robert N. Shapiro's iShares Russell Mid-Cap ETF position peaked at $5.14M in Q3 2013.
436 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.