Rushmore Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Rushmore Investment Advisors’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$21M	Buy	+362,237	New	+$21M	4.27%	3

Other funds holding IWS

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rushmore Investment Advisors's IWS Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2013: 362,237 shares worth $21M. The stake represents 4.27% of the portfolio and ranks #3 among its holdings.

246 funds tracked by Wall St. Rank hold IWS as of Q2 2013.

Rushmore Investment Advisors held 362,237 shares of iShares Russell Mid-Cap Value ETF worth $21M as of Q2 2013.
iShares Russell Mid-Cap Value ETF was a new Rushmore Investment Advisors position in Q2 2013.
iShares Russell Mid-Cap Value ETF made up 4.27% of Rushmore Investment Advisors's portfolio in Q2 2013, its #3 holding.
246 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.