YU
IWR icon

Yale University’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Yale University’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
2014
Q3 		– Sell
-5,392
Closed -$219K – 5
2014
Q2 		$219K Buy
+5,392
New +$210K 0.27% 6

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Yale University's IWR Position: Q3 2014 in Review

Yale University sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2014, closing a stake of 5,392 shares — an estimated $219K sold.

Yale University first reported a position in IWR in Q2 2014 and held it in 1 quarter. The position peaked at $219K in Q2 2014. 394 funds tracked by Wall St. Rank hold IWR as of Q3 2014.

  • Yale University reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2014 after selling out during the quarter.
  • Yale University sold 5,392 iShares Russell Mid-Cap ETF shares in Q3 2014, an estimated $219K.
  • Yale University first reported a position in iShares Russell Mid-Cap ETF in Q2 2014 and held it in 1 quarter.
  • Yale University's iShares Russell Mid-Cap ETF position peaked at $219K in Q2 2014.
  • 394 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2014.

Based on Yale University's 13F filing for Q3 2014, filed 14 Nov 2014.