Smith Hayes Advisers’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
2016
Q1
$773K Buy
18,992
+8,288
+77% +$315K 0.16% 160
2015
Q4
$429K Buy
10,704
+2,208
+26% +$90K 0.09% 209
2015
Q3
$330K Buy
8,496
+3,364
+66% +$139K 0.07% 228
2015
Q2
$219K Buy
+5,132
New +$223K 0.04% 291

Other funds holding IWR

Smith Hayes Advisers's IWR Position: Q1 2016 in Review

Smith Hayes Advisers increased its iShares Russell Mid-Cap ETF (IWR) stake by 77% in Q1 2016, buying an estimated $315K and bringing the position to 18,992 shares worth $773K. The position accounts for 0.16% of the portfolio, ranked #160.

Smith Hayes Advisers first reported a position in IWR in Q2 2015 and has held it in 4 quarters since. 477 funds tracked by Wall St. Rank hold IWR as of Q1 2016.

  • Smith Hayes Advisers held 18,992 shares of iShares Russell Mid-Cap ETF worth $773K as of Q1 2016.
  • Smith Hayes Advisers bought 8,288 iShares Russell Mid-Cap ETF shares in Q1 2016, an estimated $315K.
  • iShares Russell Mid-Cap ETF made up 0.16% of Smith Hayes Advisers's portfolio in Q1 2016, its #160 holding.
  • Smith Hayes Advisers first reported a position in iShares Russell Mid-Cap ETF in Q2 2015 and has held it in 4 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2016.

Based on Smith Hayes Advisers's 13F filing for Q1 2016, filed 16 May 2016.