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Wealthfront’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wealthfront’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
Q4 		– Sell
-32
Closed -$1K – 666
2015
Q3 		$1K Buy
+32
New +$1.32K ﹤0.01% 1206
2015
Q2 		– Sell
-44
Closed -$2K – 1346
2015
Q1 		$2K Buy
+44
New +$1.87K ﹤0.01% 1005

Other funds holding IWR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront's IWR Position: Q4 2015 in Review

Wealthfront sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2015, closing a stake of 32 shares — an estimated $1K sold.

Wealthfront first reported a position in IWR in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q1 2015. 493 funds tracked by Wall St. Rank hold IWR as of Q4 2015.

  • Wealthfront reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 32 iShares Russell Mid-Cap ETF shares in Q4 2015, an estimated $1K.
  • Wealthfront first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and held it in 2 quarters.
  • Wealthfront's iShares Russell Mid-Cap ETF position peaked at $2K in Q1 2015.
  • 493 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.