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

WFG 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
2017 Q2	$94K	Hold	1,952	–	–	0.02%	542
2017 Q1	$91K	Buy	+1,952	New	+$90.5K	0.02%	499
2016 Q1	–	Sell	-308	Closed	-$12K	–	1602
2015 Q4	$12K	Buy	308 +4	+1%	+$163	﹤0.01%	1033
2015 Q3	$12K	Sell	304 -372	-55%	-$15.4K	﹤0.01%	1046
2015 Q2	$29K	Hold	676	–	–	0.01%	879
2015 Q1	$29K	Sell	676 -1,956	-74%	-$83.2K	0.01%	885
2014 Q4	$110K	Buy	2,632 +4	+0.2%	+$162	0.02%	605
2014 Q3	$104K	Buy	2,628 +8	+0.3%	+$322	0.02%	652
2014 Q2	$106K	Sell	2,620 -900	-26%	-$35.1K	0.02%	638
2014 Q1	$136K	Sell	3,520 -2,396	-41%	-$90.8K	0.03%	535
2013 Q4	$222K	Hold	5,916	–	–	0.03%	487
2013 Q3	$206K	Sell	5,916 -1,428	-19%	-$48.8K	0.03%	473
2013 Q2	$238K	Buy	+7,344	New	+$238K	0.04%	424

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WFG Advisors's IWR Position: Q2 2017 in Review

WFG Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2017 at 1,952 shares worth $94K. The position accounts for 0.02% of the portfolio, ranked #542.

WFG Advisors first reported a position in IWR in Q2 2013 and has held it in 13 quarters since. The position peaked at $238K in Q2 2013. 574 funds tracked by Wall St. Rank hold IWR as of Q2 2017.

WFG Advisors held 1,952 shares of iShares Russell Mid-Cap ETF worth $94K as of Q2 2017.
WFG Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2017.
iShares Russell Mid-Cap ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #542 holding.
WFG Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 13 quarters since.
WFG Advisors's iShares Russell Mid-Cap ETF position peaked at $238K in Q2 2013.
574 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.