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Ariel Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Ariel Investments’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
Q4 		– Sell
-14,596
Closed -$719K – 177
2017
Q3 		$719K Buy
+14,596
New +$705K 0.01% 174

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ariel Investments's IWR Position: Q4 2017 in Review

Ariel Investments sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2017, closing a stake of 14,596 shares — an estimated $719K sold.

Ariel Investments first reported a position in IWR in Q3 2017 and held it in 1 quarter. The position peaked at $719K in Q3 2017. 655 funds tracked by Wall St. Rank hold IWR as of Q4 2017.

  • Ariel Investments reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Ariel Investments sold 14,596 iShares Russell Mid-Cap ETF shares in Q4 2017, an estimated $719K.
  • Ariel Investments first reported a position in iShares Russell Mid-Cap ETF in Q3 2017 and held it in 1 quarter.
  • Ariel Investments's iShares Russell Mid-Cap ETF position peaked at $719K in Q3 2017.
  • 655 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2017.

Based on Ariel Investments's 13F filing for Q4 2017, filed 14 Feb 2018.