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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2013
Q4
$1.82M Buy
67,172
+40
+0.1% +$1.45K 1.02% 36
2013
Q3
$1.66M Buy
67,132
+63,244
+1,627% +$2.16M 1.03% 34
2013
Q2
$910K Buy
+3,888
New +$126K 0.58% 55

Other funds holding IWR

Willow Street Advisors's IWR Position: Q4 2013 in Review

Willow Street Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.06% in Q4 2013, buying an estimated $1.45K and bringing the position to 67,172 shares worth $1.82M. The position accounts for 1.02% of the portfolio, ranked #36.

Willow Street Advisors first reported a position in IWR in Q2 2013 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold IWR as of Q4 2013.

  • Willow Street Advisors held 67,172 shares of iShares Russell Mid-Cap ETF worth $1.82M as of Q4 2013.
  • Willow Street Advisors bought 40 iShares Russell Mid-Cap ETF shares in Q4 2013, an estimated $1.45K.
  • iShares Russell Mid-Cap ETF made up 1.02% of Willow Street Advisors's portfolio in Q4 2013, its #36 holding.
  • Willow Street Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.