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

WESPAC 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
2014 Q1	–	Sell	-5,780	Closed	-$217K	–	148
2013 Q4	$217K	Sell	5,780 -150,060	-96%	-$5.42M	0.18%	124
2013 Q3	$5.42M	Buy	+155,840	New	+$5.32M	6.32%	1

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 Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

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

WESPAC Advisors's IWR Position: Q1 2014 in Review

WESPAC Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2014, closing a stake of 5,780 shares — an estimated $217K sold.

WESPAC Advisors first reported a position in IWR in Q3 2013 and held it in 2 quarters. The position peaked at $5.42M in Q3 2013. 397 funds tracked by Wall St. Rank hold IWR as of Q1 2014.

WESPAC Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2014 after selling out during the quarter.
WESPAC Advisors sold 5,780 iShares Russell Mid-Cap ETF shares in Q1 2014, an estimated $217K.
WESPAC Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and held it in 2 quarters.
WESPAC Advisors's iShares Russell Mid-Cap ETF position peaked at $5.42M in Q3 2013.
397 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2014.

Based on WESPAC Advisors's 13F filing for Q1 2014, filed 30 Apr 2014.