US Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

US Financial Advisors’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
2016 Q2	–	Sell	-600	Closed	-$24K	–	213
2016 Q1	$24K	Sell	600 -6,412	-91%	-$244K	0.04%	144
2015 Q4	$281K	Buy	7,012 +152	+2%	+$6.2K	0.27%	54
2015 Q3	$267K	Buy	6,860 +660	+11%	+$27.3K	0.44%	44
2015 Q2	$264K	Hold	6,200	–	–	0.25%	46
2015 Q1	$268K	Sell	6,200 -400	-6%	-$17K	0.24%	46
2014 Q4	$276K	Buy	+6,600	New	+$268K	0.25%	47

Other funds holding IWR

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Financial Advisors's IWR Position: Q2 2016 in Review

US Financial Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2016, closing a stake of 600 shares — an estimated $24K sold.

US Financial Advisors first reported a position in IWR in Q4 2014 and held it in 6 quarters. The position peaked at $281K in Q4 2015. 491 funds tracked by Wall St. Rank hold IWR as of Q2 2016.

US Financial Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 600 iShares Russell Mid-Cap ETF shares in Q2 2016, an estimated $24K.
US Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and held it in 6 quarters.
US Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $281K in Q4 2015.
491 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.