Stancorp Investment 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
2015
Q1
$5.67M Buy
131,008
+11,068
+9% +$471K 2.67% 2
2014
Q4
$5.01M Buy
+119,940
New +$4.87M 2.29% 4

Other funds holding IWR

Stancorp Investment Advisers's IWR Position: Q1 2015 in Review

Stancorp Investment Advisers increased its iShares Russell Mid-Cap ETF (IWR) stake by 9.2% in Q1 2015, buying an estimated $471K and bringing the position to 131,008 shares worth $5.67M. The position accounts for 2.67% of the portfolio, ranked #2.

Stancorp Investment Advisers first reported a position in IWR in Q4 2014 and has held it in 2 quarters since. 446 funds tracked by Wall St. Rank hold IWR as of Q1 2015.

  • Stancorp Investment Advisers held 131,008 shares of iShares Russell Mid-Cap ETF worth $5.67M as of Q1 2015.
  • Stancorp Investment Advisers bought 11,068 iShares Russell Mid-Cap ETF shares in Q1 2015, an estimated $471K.
  • iShares Russell Mid-Cap ETF made up 2.67% of Stancorp Investment Advisers's portfolio in Q1 2015, its #2 holding.
  • Stancorp Investment Advisers first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 2 quarters since.
  • 446 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.