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Strategic Capital Alternatives’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		– Sell
-21,480
Closed -$930K – 386
2015
Q2 		$930K Hold
21,480
– – 0.22% 111
2015
Q1 		$930K Buy
+21,480
New +$913K 0.23% 107

Other funds holding IWR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Capital Alternatives's IWR Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2015, closing a stake of 21,480 shares — an estimated $930K sold.

Strategic Capital Alternatives first reported a position in IWR in Q1 2015 and held it in 2 quarters. The position peaked at $930K in Q2 2015. 448 funds tracked by Wall St. Rank hold IWR as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 21,480 iShares Russell Mid-Cap ETF shares in Q3 2015, an estimated $930K.
  • Strategic Capital Alternatives first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and held it in 2 quarters.
  • Strategic Capital Alternatives's iShares Russell Mid-Cap ETF position peaked at $930K in Q2 2015.
  • 448 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.