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Winchester Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Winchester Group’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
Q3 		$1.36M Hold
39,100
– – 0.3% 92
2013
Q2 		$1.27M Buy
+39,100
New +$1.27M 0.27% 92

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winchester Group's IWR Position: Q3 2013 in Review

Winchester Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2013 at 39,100 shares worth $1.36M. The position accounts for 0.3% of the portfolio, ranked #92.

Winchester Group first reported a position in IWR in Q2 2013 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold IWR as of Q3 2013.

  • Winchester Group held 39,100 shares of iShares Russell Mid-Cap ETF worth $1.36M as of Q3 2013.
  • Winchester Group left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2013.
  • iShares Russell Mid-Cap ETF made up 0.3% of Winchester Group's portfolio in Q3 2013, its #92 holding.
  • Winchester Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.