Somerset Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Somerset Trust’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
2019 Q2	–	Sell	-200	Closed	-$11K	–	135
2019 Q1	$11K	Buy	+200	New	+$10.4K	0.01%	172

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Somerset Trust's IWR Position: Q2 2019 in Review

Somerset Trust sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2019, closing a stake of 200 shares — an estimated $11K sold.

Somerset Trust first reported a position in IWR in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 761 funds tracked by Wall St. Rank hold IWR as of Q2 2019.

Somerset Trust reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
Somerset Trust sold 200 iShares Russell Mid-Cap ETF shares in Q2 2019, an estimated $11K.
Somerset Trust first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and held it in 1 quarter.
Somerset Trust's iShares Russell Mid-Cap ETF position peaked at $11K in Q1 2019.
761 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2019.

Based on Somerset Trust's 13F filing for Q2 2019, filed 31 Jul 2019.