SPC Financial Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

SPC Financial Inc’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 Q1	–	Sell	-5,756	Closed	-$257K	–	111
2016 Q4	$257K	Hold	5,756	–	–	0.08%	100
2016 Q3	$251K	Hold	5,756	–	–	0.08%	109
2016 Q2	$242K	Buy	+5,756	New	+$238K	0.09%	105
2015 Q3	–	Sell	-4,716	Closed	-$201K	–	113
2015 Q2	$201K	Hold	4,716	–	–	0.06%	111
2015 Q1	$204K	Buy	+4,716	New	+$200K	0.06%	111

Other funds holding IWR

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

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

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

TCT

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

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

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

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

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

SPC Financial Inc's IWR Position: Q1 2017 in Review

SPC Financial Inc sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2017, closing a stake of 5,756 shares — an estimated $257K sold.

SPC Financial Inc first reported a position in IWR in Q1 2015 and held it in 5 quarters. The position peaked at $257K in Q4 2016. 565 funds tracked by Wall St. Rank hold IWR as of Q1 2017.

SPC Financial Inc reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2017 after selling out during the quarter.
SPC Financial Inc sold 5,756 iShares Russell Mid-Cap ETF shares in Q1 2017, an estimated $257K.
SPC Financial Inc first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and held it in 5 quarters.
SPC Financial Inc's iShares Russell Mid-Cap ETF position peaked at $257K in Q4 2016.
565 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2017.

Based on SPC Financial Inc's 13F filing for Q1 2017, filed 25 Apr 2017.