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

WHV Investments’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
2013
Q4 		– Sell
-17,136
Closed -$576K – 213
2013
Q3 		$576K Buy
17,136
+8,568
+100% +$293K 0.01% 194
2013
Q2 		$278K Buy
+8,568
New +$278K ﹤0.01% 216

Other funds holding IWR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WHV Investments's IWR Position: Q4 2013 in Review

WHV Investments sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2013, closing a stake of 17,136 shares — an estimated $576K sold.

WHV Investments first reported a position in IWR in Q2 2013 and held it in 2 quarters. The position peaked at $576K in Q3 2013. 386 funds tracked by Wall St. Rank hold IWR as of Q4 2013.

  • WHV Investments reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2013 after selling out during the quarter.
  • WHV Investments sold 17,136 iShares Russell Mid-Cap ETF shares in Q4 2013, an estimated $576K.
  • WHV Investments first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 2 quarters.
  • WHV Investments's iShares Russell Mid-Cap ETF position peaked at $576K in Q3 2013.
  • 386 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2013.

Based on WHV Investments's 13F filing for Q4 2013, filed 14 Feb 2014.