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

Windsor Financial 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
2015
Q3 		– Sell
-19,648
Closed -$837K – 83
2015
Q2 		$837K Buy
+19,648
New +$854K 0.36% 53

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
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 Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Windsor Financial Group's IWR Position: Q3 2015 in Review

Windsor Financial Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2015, closing a stake of 19,648 shares — an estimated $837K sold.

Windsor Financial Group first reported a position in IWR in Q2 2015 and held it in 1 quarter. The position peaked at $837K in Q2 2015. 447 funds tracked by Wall St. Rank hold IWR as of Q3 2015.

  • Windsor Financial Group reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Windsor Financial Group sold 19,648 iShares Russell Mid-Cap ETF shares in Q3 2015, an estimated $837K.
  • Windsor Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2015 and held it in 1 quarter.
  • Windsor Financial Group's iShares Russell Mid-Cap ETF position peaked at $837K in Q2 2015.
  • 447 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2015.

Based on Windsor Financial Group's 13F filing for Q3 2015, filed 19 Oct 2015.