Systematic Financial Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Systematic Financial Management’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 Q1	–	Sell	-1,300	Closed	-$54K	–	701
2014 Q4	$54K	Buy	+1,300	New	+$52.8K	﹤0.01%	647

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

TCT

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Systematic Financial Management's IWR Position: Q1 2015 in Review

Systematic Financial Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2015, closing a stake of 1,300 shares — an estimated $54K sold.

Systematic Financial Management first reported a position in IWR in Q4 2014 and held it in 1 quarter. The position peaked at $54K in Q4 2014. 447 funds tracked by Wall St. Rank hold IWR as of Q1 2015.

Systematic Financial Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2015 after selling out during the quarter.
Systematic Financial Management sold 1,300 iShares Russell Mid-Cap ETF shares in Q1 2015, an estimated $54K.
Systematic Financial Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and held it in 1 quarter.
Systematic Financial Management's iShares Russell Mid-Cap ETF position peaked at $54K in Q4 2014.
447 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2015.

Based on Systematic Financial Management's 13F filing for Q1 2015, filed 11 May 2015.