Robertson Stephens Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Robertson Stephens 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
2017 Q3	$590K	Sell	11,964 -6,300	-34%	-$304K	0.51%	39
2017 Q2	$877K	Hold	18,264	–	–	0.79%	30
2017 Q1	$860K	Sell	18,264 -104	-0.6%	-$4.82K	0.77%	33
2016 Q4	$821K	Buy	+18,368	New	+$803K	0.47%	58

Other funds holding IWR

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Robertson Stephens Advisors's IWR Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 34% in Q3 2017, selling an estimated $304K and leaving 11,964 shares worth $590K. The position accounts for 0.51% of the portfolio, ranked #39.

Robertson Stephens Advisors first reported a position in IWR in Q4 2016 and has held it in 4 quarters since. The position peaked at $877K in Q2 2017. 572 funds tracked by Wall St. Rank hold IWR as of Q3 2017.

Robertson Stephens Advisors held 11,964 shares of iShares Russell Mid-Cap ETF worth $590K as of Q3 2017.
Robertson Stephens Advisors sold 6,300 iShares Russell Mid-Cap ETF shares in Q3 2017, an estimated $304K.
iShares Russell Mid-Cap ETF made up 0.51% of Robertson Stephens Advisors's portfolio in Q3 2017, its #39 holding.
Robertson Stephens Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 4 quarters since.
Robertson Stephens Advisors's iShares Russell Mid-Cap ETF position peaked at $877K in Q2 2017.
572 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.