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Ameritas Investment Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Ameritas Investment Partners’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
2017
Q3 		– Sell
-104
Closed -$4K – 2992
2017
Q2 		$4K Sell
104
-2,440
-96% -$116K ﹤0.01% 2947
2017
Q1 		$119K Sell
2,544
-1,236
-33% -$57.3K 0.01% 1330
2016
Q4 		$169K Buy
3,780
+1,428
+61% +$62.4K 0.01% 1047
2016
Q3 		$102K Buy
+2,352
New +$102K 0.01% 1061
2016
Q2 		– Sell
-5,208
Closed -$215K – 953
2016
Q1 		$212K Sell
5,208
-1,136
-18% -$43.2K 0.01% 927
2015
Q4 		$254K Buy
6,344
+4
+0.1% +$163 0.02% 843
2015
Q3 		$246K Buy
6,340
+20
+0.3% +$828 0.02% 840
2015
Q2 		$269K Sell
6,320
-1,284
-17% -$55.8K 0.02% 851
2015
Q1 		$329K Buy
7,604
+376
+5% +$16K 0.02% 790
2014
Q4 		$301K Sell
7,228
-1,364
-16% -$55.4K 0.02% 822
2014
Q3 		$340K Buy
8,592
+600
+8% +$24.2K 0.02% 743
2014
Q2 		$324K Sell
7,992
-432
-5% -$16.8K 0.02% 799
2014
Q1 		$325K Buy
8,424
+588
+8% +$22.3K 0.03% 763
2013
Q4 		$293K Sell
7,836
-112
-1% -$4.05K 0.02% 826
2013
Q3 		$276K Buy
+7,948
New +$272K 0.03% 788

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Investment Partners's IWR Position: Q3 2017 in Review

Ameritas Investment Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2017, closing a stake of 104 shares — an estimated $4K sold.

Ameritas Investment Partners first reported a position in IWR in Q3 2013 and held it in 15 quarters. The position peaked at $340K in Q3 2014. 572 funds tracked by Wall St. Rank hold IWR as of Q3 2017.

  • Ameritas Investment Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Ameritas Investment Partners sold 104 iShares Russell Mid-Cap ETF shares in Q3 2017, an estimated $4K.
  • Ameritas Investment Partners first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and held it in 15 quarters.
  • Ameritas Investment Partners's iShares Russell Mid-Cap ETF position peaked at $340K in Q3 2014.
  • 572 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2017.

Based on Ameritas Investment Partners's 13F filing for Q3 2017, filed 15 Nov 2017.