Signature Financial Management’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
2015
Q3
– Sell
-5,320
Closed -$226K – 107
2015
Q2
$226K Buy
+5,320
New +$231K 0.15% 84
2013
Q3
– Sell
-220
Closed -$7K – 83
2013
Q2
$7K Buy
+220
New +$7.13K ﹤0.01% 79

Other funds holding IWR

Signature Financial Management's IWR Position: Q3 2015 in Review

Signature Financial Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2015, closing a stake of 5,320 shares — an estimated $226K sold.

Signature Financial Management first reported a position in IWR in Q2 2013 and held it in 2 quarters. The position peaked at $226K in Q2 2015. 448 funds tracked by Wall St. Rank hold IWR as of Q3 2015.

  • Signature Financial Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Signature Financial Management sold 5,320 iShares Russell Mid-Cap ETF shares in Q3 2015, an estimated $226K.
  • Signature Financial Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 2 quarters.
  • Signature Financial Management's iShares Russell Mid-Cap ETF position peaked at $226K in Q2 2015.
  • 448 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2015.

Based on Signature Financial Management's 13F filing for Q3 2015, filed 22 Oct 2015.