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

WealthTrust-Arizona’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
2018 Q4	$1K	Buy	+20	New	+$1.01K	﹤0.01%	626
2018 Q3	–	Sell	-232	Closed	-$12K	–	705
2018 Q2	$12K	Buy	+232	New	+$12.2K	0.01%	366
2015 Q3	–	Sell	-68	Closed	-$3K	–	609
2015 Q2	$3K	Hold	68	–	–	﹤0.01%	543
2015 Q1	$3K	Hold	68	–	–	﹤0.01%	557
2014 Q4	$3K	Buy	+68	New	+$2.76K	﹤0.01%	524

Other funds holding IWR

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthTrust-Arizona's IWR Position: Q4 2018 in Review

WealthTrust-Arizona opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2018: 20 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: WealthTrust-Arizona previously reported a position in IWR as recently as Q2 2018.

WealthTrust-Arizona first reported a position in IWR in Q4 2014 and has held it in 5 quarters since. The position peaked at $12K in Q2 2018. 746 funds tracked by Wall St. Rank hold IWR as of Q4 2018.

WealthTrust-Arizona held 20 shares of iShares Russell Mid-Cap ETF worth $1K as of Q4 2018.
iShares Russell Mid-Cap ETF was a new WealthTrust-Arizona position in Q4 2018.
iShares Russell Mid-Cap ETF made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #626 holding.
WealthTrust-Arizona first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 5 quarters since.
WealthTrust-Arizona's iShares Russell Mid-Cap ETF position peaked at $12K in Q2 2018.
746 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.